Stephen Dixon

Stephen Dixon

AFH Wealth Management

Minimum savings/pensions: Over £50,000

Minimum mortgage: Over £500,000

0330 038 8938
Based in Swindon
View location

Top Rated 2025
Verified since: July, 2022

4.9 out of 5

32 reviews


Checks carried out by VouchedFor

  • FCA status: Certified by Firm

    Last checked: 15 April 2025

    Stephen is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Stephen's status

  • 2

    Recent Client Reviews

    Verified reviews: 100%

    Stephen has received 2 client reviews in the past 12 months; 100% of these have been verified

  • Independent Financial Adviser

    Last checked: 13 January 2025

    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

    1 qualification certificate 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 provided information on their typical fees

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

  • 19

    Positive First Impressions

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

    100% of VouchedFor users have had a positive (4 or 5 star) first experience with Stephen (based on 19 first impressions)

Checks carried out by VouchedFor

  • FCA status: Certified by Firm

    Last checked: 15 April 2025

    Stephen is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Stephen's status

  • 2

    Recent Client Reviews

    Verified reviews: 100%

    Stephen has received 2 client reviews in the past 12 months; 100% of these have been verified

  • Independent Financial Adviser

    Last checked: 13 January 2025

    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

    1 qualification certificate 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 provided information on their typical fees

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

  • 19

    Positive First Impressions

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

    100% of VouchedFor users have had a positive (4 or 5 star) first experience with Stephen (based on 19 first impressions)

I have been a financial adviser for over 15 years and use all my experience to offer clients a holistic advice service that will be unique to their individual circumstances and goals. I take great pride in maintaining long term relationships with my clients and actively encourage regular reviews to ensure that any existing plans remain on track and continue to meet their needs. In my spare time I have various interests. Including 'the arts', sport and music. I have a beautiful young family and run a longstanding 'Dad's Taxi' firm.

£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

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Mortgage value

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Clients' level of financial expertise

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