0330 038 8940
Based in Rochester
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: February, 2020
4.8 out of 5
Checks carried out by VouchedFor
FCA status: Certified by Firm
Steffan is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Steffan's statusLast checked: 17 April 2026
Steffan is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Steffan's status
48
Recent Client Reviews
Steffan has received 48 client reviews in the past 12 months; 100% of these have been verifiedVerified reviews: 100%
Steffan has received 48 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 April 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.
1
Qualifications Uploaded
Steffan has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below1 qualification certificate available to view
Steffan has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Steffan has added their fees to their profile. You can see them by clicking on the ‘fees’ tab belowSteffan has provided information on their typical fees
Steffan has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
68
Positive First Impressions
99% of VouchedFor users have had a positive (4 or 5 star) first experience with Steffan (based on 68 first impressions)99% of users who are not yet clients had a positive first experience with Steffan
99% of VouchedFor users have had a positive (4 or 5 star) first experience with Steffan (based on 68 first impressions)
About
Originally from Swansea, where I also graduated from University with a BA Hons in Business and Finance in 2013. Since then, I have solely worked in client facing roles in the financial services industry. These experiences have ranged from providing premier banking services for one of the world’s largest banks and their clients, providing independent protection advice for clients on an individual and corporate basis and since 2017 I have been a regulated financial adviser.
