0330 038 8941
Based in Ringwood
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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: 02 April 2025
Stephen is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Stephen's status
Recent Client Reviews
Stephen has not received any client reviews in the past 12 months
Stephen has not received any reviews in the last 12 months
Stephen has not received any client reviews in the past 12 months
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: 01 July 2020
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.
Qualifications Uploaded
Stephen has not yet added their qualifications to their profile
Qualifications not yet added
Stephen has not yet added their qualifications to their profile
Transparent Fees
Stephen has not yet added their fees to their profile
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Stephen has not yet added their fees to their profile
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: 02 April 2025
Stephen is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Stephen's status
Recent Client Reviews
Stephen has not received any client reviews in the past 12 months
Stephen has not received any reviews in the last 12 months
Stephen has not received any client reviews in the past 12 months
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: 01 July 2020
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.
Qualifications Uploaded
Stephen has not yet added their qualifications to their profile
Qualifications not yet added
Stephen has not yet added their qualifications to their profile
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
I have worked in financial services for 34 years and have been a financial adviser for 18 years; building extensive experience and knowledge to help my clients achieve their individual financial goals. I believe in building long-term relationships with clients providing tailored solutions based on their specific circumstances and needs. I cover all areas of financial planning such as, retirement solutions and investments; including ethical investments, and protecting my clients and their families for the short and long-term. I live with my wife and have two grown up daughters. Outside of work I enjoy football and walking my dog.
£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
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Adviser Disclaimer
Succession Wealth is a trading style of Succession Wealth Management Limited, which is authorised and regulated by the Financial Conduct Authority. Financial Services Register number 588378. Succession Wealth Management Ltd is registered in England at The Apex, Brest Road, Derriford Business Park, Derriford, Plymouth, PL6 5FL. Registered Number 07882611.