0330 038 8940
Based in Oakham
View locationTop Rated 2025
Top Rated advisers have met the qualification criteria for VouchedFor's Top Rated Guide, as determined by their client feedback
Verified since: May, 2018
4.9 out of 5
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: 22 October 2025
Stephen is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Stephen's status
7
Recent Client Reviews
Stephen has received 7 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Stephen has received 7 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: 26 August 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.
9
Qualifications Uploaded
Stephen has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
9 qualification certificates available to view
Stephen has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Stephen has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Stephen has provided information on their typical fees
Stephen has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
23
Positive First Impressions
91% of VouchedFor users have had a positive (4 or 5 star) first experience with Stephen (based on 23 first impressions)
91% of users who are not yet clients had a positive first experience with Stephen
91% of VouchedFor users have had a positive (4 or 5 star) first experience with Stephen (based on 23 first impressions)
Hi, I have over 40 years professional experience in pensions and financial services. Being a Chartered Insurance Risk Manager I have been professionally qualified for decades. My experience ranges from giving pensions and financial advice to ~ directors of FTSE 100 companies as well as part time sales assistants ~ My strength is over 40 years professional experience combined with the ability to explain complex financial and pensions matters in simple easy to understand terms. When dealing with pensions in particular you may be dealing with someone's life savings so it is critical to get things right.