0330 038 8939
Based in Johnstone
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FCA status: Certified by Firm
Steven is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Steven's status
Last checked: 05 June 2025
Steven is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Steven's status
11
Recent Client Reviews
Steven has received 11 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Steven has received 11 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 13 June 2025
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Qualifications Uploaded
Steven has not yet added their qualifications to their profile
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Steven has not yet added their qualifications to their profile
Transparent Fees
Steven has not yet added their fees to their profile
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Steven has not yet added their fees to their profile
Checks carried out by VouchedFor
FCA status: Certified by Firm
Steven is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Steven's status
Last checked: 05 June 2025
Steven is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Steven's status
11
Recent Client Reviews
Steven has received 11 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Steven has received 11 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 13 June 2025
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Qualifications Uploaded
Steven has not yet added their qualifications to their profile
Qualifications not yet added
Steven has not yet added their qualifications to their profile
Transparent Fees
Steven has not yet added their fees to their profile
Fees not yet added
Steven has not yet added their fees to their profile
Steven joined Phoenix in 2021, bringing with him over five years of experience in financial services. He holds a Diploma in Regulated Financial Planning and is currently working towards becoming a Chartered Financial Planner. As a dedicated member of both the Personal Finance Society and the Chartered Insurance Institute, Steven is deeply committed to professional excellence. Known for his positive attitude and proactive approach, Steven has successfully managed the servicing of over 200 clients since joining Phoenix and consistently attracts new clients to the firm. His enthusiasm and dedication to client satisfaction make him an invaluable asset to the team. Outside of work, Steven cherishes spending time with his wife Caitlin and their daughter Harper. He values the importance of family and enjoys creating precious memories with them. Whether exploring the outdoors, reading bedtime stories, or simply enjoying quiet moments at home, Steven’s family time is a source of joy and inspiration.
£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).
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