Steve Ivory

Steve Ivory

Fidelius Ltd

Minimum savings/pensions: Over £250,000

0330 038 8938
Based in Maidstone
View location
Top Rated 2026
Verified since: December, 2023
4.8 out of 5

164 reviews

Checks carried out by VouchedFor

  • FCA Regulated

    Last checked: 05 September 2026

    Steve and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority

  • 8

    Recent Client Reviews

    Verified reviews: 100%

    Steve has received 8 client reviews in the past 12 months; 100% of these have been verified

  • Independent Financial Adviser

    Last checked: 28 July 2026

    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.

  • 1

    Qualifications Uploaded

    1 qualification certificate available to view

    Steve has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below

  • Transparent Fees

    Fees not yet added

    Steve has not yet added their fees to their profile

  • 13

    Positive First Impressions

    100% of users who are not yet clients had a positive first experience with Steve

    100% of VouchedFor users have had a positive (4 or 5 star) first experience with Steve (based on 13 first impressions)

About

Steve has over 25 years’ experience in Financial Services and has been advising clients for over 20 years. During those years he has worked within a firm of accountants, for a large high street bank and also a major UK insurance company. Steve provides advice mainly to private clients but also works closely with corporate clients and runs financial education workshops to employees on a range of topics. Steve specialises in retirement planning, inheritance tax, business financial planning and particularly enjoys working with clients and their families on building and protecting their financial futures. Steve lives in West Kent with his family and in spare time Steve likes to roam the countryside, lose himself in a good book, is learning to play the Saxophone and you'll often find him wielding a paint brush, spanner or screwdriver at home.