0330 038 8940
Based in Oakham
View locationTop Rated 2026
Top Rated advisers have met the qualification criteria for VouchedFor's Top Rated Guide, as determined by their client feedbackVerified 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 statusLast checked: 22 April 2026
Stephen is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Stephen's status
5
Recent Client Reviews
Stephen has received 5 client reviews in the past 12 months; 100% of these have been verifiedVerified reviews: 100%
Stephen has received 5 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: 23 February 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.
9
Qualifications Uploaded
Stephen has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below9 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 belowStephen 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)
About
Steve Hunt is one of the UK’s most experienced specialists in pensions, Life Assurance & protection IHT Planning and legacy planning, with more than 45 years of continuous professional practice. A Chartered Insurance Risk Manager, STEP Affiliate and full ACII holder, Steve has advised across the entire spectrum of UK retirement and estate-planning — from FTSE 100 executives and large family businesses to complex DB schemes, high-net-worth succession cases and modern trust-based IHT strategies. His career includes building Rockingham Retirement (Now Retirement Line) into one of the UK’s three largest independent annuity brokerages, pioneering clear and accessible communication for consumers, and designing compliant at-retirement systems that have been adopted by advisers and institutions nationwide. Uniquely, Steve combines deep technical knowledge of DB and DC pensions, trust planning, IHT mitigation, annuity markets and Whole of Life protection, with an unrivalled ability to simplify complexity. His work today focuses on advanced legacy structures for business owners and families — particularly the integration of trusts, SSAS solutions, and Whole of Life protection — to preserve estates, protect businesses and secure intergenerational outcomes.”