0330 038 8942
Based in Potters-Bar
View locationChecks carried out by VouchedFor
FCA Regulated
Stephen and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 08 May 2025
Stephen and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
2
Recent Client Reviews
Stephen has received 2 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Stephen has received 2 client reviews in the past 12 months; 100% of these have been verified
Restricted Financial Adviser
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
Last checked: 14 January 2025
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
3
Qualifications Uploaded
Stephen has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
3 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 not yet added their fees to their profile
Fees not yet added
Stephen has not yet added their fees to their profile
6
Positive First Impressions
83% of VouchedFor users have had a positive (4 or 5 star) first experience with Stephen (based on 6 first impressions)
83% of users who are not yet clients had a positive first experience with Stephen
83% of VouchedFor users have had a positive (4 or 5 star) first experience with Stephen (based on 6 first impressions)
Checks carried out by VouchedFor
FCA Regulated
Stephen and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 08 May 2025
Stephen and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
2
Recent Client Reviews
Stephen has received 2 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Stephen has received 2 client reviews in the past 12 months; 100% of these have been verified
Restricted Financial Adviser
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
Last checked: 14 January 2025
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
3
Qualifications Uploaded
Stephen has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
3 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 not yet added their fees to their profile
Fees not yet added
Stephen has not yet added their fees to their profile
6
Positive First Impressions
83% of VouchedFor users have had a positive (4 or 5 star) first experience with Stephen (based on 6 first impressions)
83% of users who are not yet clients had a positive first experience with Stephen
83% of VouchedFor users have had a positive (4 or 5 star) first experience with Stephen (based on 6 first impressions)
I have been a financial adviser since 1993 where I originally started my career with Royal London Mutual Insurance Society Limited. I have also worked in the banking sector for many years as a financial adviser and now work for Scottsdale Lifetime Partners since 2014. I offer a full holistic, bespoke approach to financial planning to ensure that each and every client achieves the outcome that they want and desire. I advise on retirement planning, retirement income strategies, Investments, inheritance tax planning and financial protection strategies for my clients wealth and loved ones. Most of my time outside of work tends to be family orientated which keeps me very busy. I also have a wide variety of interests and hobbies including sport, music, travelling, reading and running. The value of investments can fall as well as rise. You might get back less than you invested. You should only consider these products if you are willing to take some risk with your capital. We will consider whether such products are suitable for you before recommending an investment. Approver Quilter Wealth Limited, Quilter Financial Services Limited and Quilter Mortgage Planning Limited 02/02/2024.
Offers available through VouchedFor
Contact Stephen through VouchedFor and your initial 1 hour meeting or phone call will be free of charge. You can use this to discuss your situation and find out whether you feel they are a good match for you.
£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).
About Stephen's clients
Based on responses provided by clients who have reviewed this adviser
Clients' level of financial expertise
Household income
Savings
Clients' level of financial expertise
This adviser has some reviews that were left while they were employed at a different firm to the one they are at now.
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