0330 038 8940
Based in Newton-Abbot
View locationChecks carried out by VouchedFor
FCA Regulated
Steve and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 09 January 2026
Steve and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
29
Recent Client Reviews
Steve has received 29 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Steve has received 29 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: 25 November 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.
3
Qualifications Uploaded
Steve has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
3 qualification certificates available to view
Steve has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Steve has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Steve has provided information on their typical fees
Steve has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
3
Positive First Impressions
67% of VouchedFor users have had a positive (4 or 5 star) first experience with Steve (based on 3 first impressions)
67% of users who are not yet clients had a positive first experience with Steve
67% of VouchedFor users have had a positive (4 or 5 star) first experience with Steve (based on 3 first impressions)
I’ve been a Financial Adviser since 2007, specialising in advising clients around Pensions and Retirement, Savings and Investments and Inheritance Tax Planning. I have over 25 years’ experience in the financial services industry and am passionate about helping my clients to achieve their lifetime goals. I work at TNW Wealth, who are a well-established, Independent firm of Financial Advisers based just outside of Newton Abbot, and are part of the Valid Path network. We are a dedicated team of professional and experienced financial advisers, who are comfortable advising our clients in all areas of financial planning. I believe that the best financial advice comes through putting together a financial plan with you. By working together with you to find out where you are in your life currently; and then understanding where you want to be, and what your plans for the future are; we can put together a financial plan to show you how you can make those plans, hopes and dreams a reality. I can then work with you on an ongoing basis, to help you stay on track and achieve your goals. It's all about You. Your Money. Your Plans. Your Future. To take that first step towards making that future a reality, please do contact me and I will be very happy to talk to you on an entirely non-obligatory basis, to see how I might be able to help.