Steven Collinson

Steven Collinson

Stephen Hope Wealth

Minimum savings/pensions: Any amount

Minimum mortgage: Any amount

0330 038 8942
Based in Sunderland
View location
Top Rated 2026
Verified since: November, 2021
5 out of 5

61 reviews

Checks carried out by VouchedFor

  • FCA Regulated

    Last checked: 27 September 2026

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

  • 11

    Recent Client Reviews

    Verified reviews: 100%

    Steven has received 11 client reviews in the past 12 months; 100% of these have been verified

  • Restricted Financial Adviser

    Last checked: 27 April 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.

  • 6

    Qualifications Uploaded

    6 qualification certificates available to view

    Steven has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below

  • Transparent Fees

    Fees not yet added

    Steven has not yet added their fees to their profile

  • 7

    Positive First Impressions

    100% of users who are not yet clients had a positive first experience with Steven

    100% of VouchedFor users have had a positive (4 or 5 star) first experience with Steven (based on 7 first impressions)

About

As a Financial Advisor based within Sunderland I am committed to offering personal, friendly and supportive service to my clients. The greatest privilege of my role is getting to know my clients and become a trusted part of their lives, helping them to plan for the future. Who knows what the future holds, but with a little financial planning at least you can help prepare for whatever life throws at you. As a fully qualified financial adviser, with 10 years experience in Financial Services I can help you use what you have available now, to make the most of the future. I take time to understand my clients’ needs, through personal face-to-face meetings, which allows me to create bespoke, holistic, financial plans and to offer advice on whatever you are looking to achieve. My personal approach allows me keeps things simple which then allows you to focus on enjoying what is most important to you. I have an in-depth knowledge in all areas of financial planning, which includes mortgages, investments, retirement planning, financial protection and inheritance tax planning. Please do not hesitate to get in touch for no-obligation coffee and a chat. Steven 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. 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 14/01/2025