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Based in Grimsby
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FCA status: Certified by Firm
Stephen is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Stephen's status
Last checked: 14 July 2025
Stephen is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Stephen's status
Recent Client Reviews
Stephen has not received any client reviews in the past 12 months
Stephen has not received any reviews in the last 12 months
Stephen has not received any client reviews in the past 12 months
Restricted Financial Adviser
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
Last checked: 30 June 2025
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
Qualifications Uploaded
Stephen has not yet added their qualifications to their profile
Qualifications not yet added
Stephen has not yet added their qualifications to their profile
Transparent Fees
Stephen has not yet added their fees to their profile
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Stephen has not yet added their fees to their profile
Checks carried out by VouchedFor
FCA status: Certified by Firm
Stephen is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Stephen's status
Last checked: 14 July 2025
Stephen is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Stephen's status
Recent Client Reviews
Stephen has not received any client reviews in the past 12 months
Stephen has not received any reviews in the last 12 months
Stephen has not received any client reviews in the past 12 months
Restricted Financial Adviser
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
Last checked: 30 June 2025
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
Qualifications Uploaded
Stephen has not yet added their qualifications to their profile
Qualifications not yet added
Stephen has not yet added their qualifications to their profile
Transparent Fees
Stephen has not yet added their fees to their profile
Fees not yet added
Stephen has not yet added their fees to their profile
Steve entered Banking in 1983 where he held a Management position for a number of years. He entered financial services in 1991 where he has been ever since. He obtained his professional qualifications on an ongoing basis within the industry and presently holds a Diploma in Investment Planning through the Chartered Institute of Bankers. Steve continues to expertly advise clients with capital to invest using his 32 years of experience. Steve was born in Louth in Lincolnshire and after moving about with work he moved back to Louth and has stayed there since. He has been married to Debbie for 40 years and has two children, James and Emma, and has four grandchildren.
£430,000 Consumer Protection
Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).
About Stephen's clients
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