Stephen Dawson

Stephen Dawson

Gritstone Financial Planning Limited

Minimum savings/pensions: Any amount

Minimum mortgage: Any amount

0114 230 0684
Based in Sheffield
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Top Rated 2026
Verified since: November, 2021
4.9 out of 5

42 reviews

Checks carried out by VouchedFor

  • FCA Regulated

    Last checked: 11 July 2026

    Stephen and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority

  • 17

    Recent Client Reviews

    Verified reviews: 100%

    Stephen has received 17 client reviews in the past 12 months; 100% of these have been verified

  • Restricted Financial Adviser

    Last checked: 24 February 2026

    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.

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About

I have worked in financial services for over 35 years. Our business is based in Sheffield, but operates nationally. I achieved Chartered status in 2025. We believe in providing professional advice to all, regardless of circumstances. Situations we have helped people with include: - Advising people with debt - Planning pensioners' retirement income - Obtaining mortgages for house purchases - Supporting Directors in structuring their business and personal finances - Using trusts to secure assets for family members Our emphasis is on maintaining a long-term relationship with our clients and to provide them with a source of trusted advice as their financial needs evolve over the years. The Partner Practice is an Appointed Representative of and represents only St. James’s Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the group’s wealth management products and services, more details of which are set out on the group’s website www.sjp.co.uk/products. Your home or other property may be repossessed if you do not keep up repayments on your mortgage. The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested. An investment in equities does not provide the security of capital associated with a deposit account with a bank or building society. The levels and bases of taxation and reliefs from taxation can change at any time. The value of any tax relief depends on individual circumstances. Auto-Enrolment products are not regulated by the Financial Conduct Authority. This Partner/Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management Plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group's wealth management products and services, more details of which are set out on the Group's website at www.sjp.co.uk/products. The ‘St. James’s Place Partnership’ and titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James’s Place representatives. SJP Approved 28/06/2023