0330 038 8938
Based in Maidstone
View locationTop Rated 2025
Top Rated advisers have met the qualification criteria for VouchedFor's Top Rated Guide, as determined by their client feedback
Verified since: December, 2023
4.8 out of 5
Checks carried out by VouchedFor
FCA Regulated
Steve and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 05 March 2025
Steve and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
68
Recent Client Reviews
Steve has received 68 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Steve has received 68 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: 28 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
Steve has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
1 qualification certificate available to view
Steve has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Steve has not yet added their fees to their profile
Fees not yet added
Steve has not yet added their fees to their profile
8
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Steve (based on 8 first impressions)
100% of users who are not yet clients had a positive first experience with Steve
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Steve (based on 8 first impressions)
Checks carried out by VouchedFor
FCA Regulated
Steve and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 05 March 2025
Steve and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
68
Recent Client Reviews
Steve has received 68 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Steve has received 68 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: 28 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
Steve has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
1 qualification certificate available to view
Steve has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Steve has not yet added their fees to their profile
Fees not yet added
Steve has not yet added their fees to their profile
8
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Steve (based on 8 first impressions)
100% of users who are not yet clients had a positive first experience with Steve
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Steve (based on 8 first impressions)
Steve has over 25 years’ experience in Financial Services and has been advising clients for over 20 years. During those years he has worked within a firm of accountants, for a large high street bank and also a major UK insurance company. Steve provides advice mainly to private clients but also works closely with corporate clients and runs financial education workshops to employees on a range of topics. Steve specialises in retirement planning, inheritance tax, business financial planning and particularly enjoys working with clients and their families on building and protecting their financial futures. Steve lives in Paddock Wood with his family and, in the little spare time his family allows him, Steve likes to roam the countryside, lose himself in a good book and get out on his mountain bike.
£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 Steve's clients
Based on responses provided by clients who have reviewed this adviser
Clients' level of financial expertise
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