trusted by families for over 15 years

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To be the company you approach to help with all your families financial planning needs. I am a firm believer in the importance of you having a real synergy with a company you deal with, and when it comes to dealing with life’s big decisions, a trust that you will be looked after and well advised.


To help you, the client, understand an ever changing and complex world of financial planning. Whether that is saving for the future, planning for retirement, protecting your family or buying your first home, these are all huge life changing events and can be very difficult to understand where to start and which firms to deal with for those needs.


Choosing someone in my field is a very personal decision and not one made lightly. I believe people underestimate the importance of financial wellbeing and taking a step back to slow down, assess life and evaluate where you are, and more importantly, where you want to go. I thrive on being the person with that hands on approach and helping your family.



What were the circumstances that caused you to look for an adviser?

I had various pensions and wanted to bring them under one banner and get some guidance on suitable pension funds.

How did Stephen Elvin help you?

Stephen pulled together my various funds with very little work from myself, clearly explaining all through the process what was going to happen and advised me on my other investments.

What is your current situation? Have you seen the outcome you were hoping for?

Yes, My pensions have been pulled together and my other investments changed. The funds are doing ok considering the economic climate we are in.

What could they have done better?

Stephen was excellent at explaining everything, very approachable, making my decisions much easier for me to decide, kept me informed of what was happening at all times and i look forward to my next review.


What were the circumstances that caused you to look for an adviser?

Have always had a financial advisor through links to banking. We followed Stephen when he became independent.

How did Stephen Elvin help you?

Advised on the best places to invest our money appropriate to our needs.

What is your current situation? Have you seen the outcome you were hoping for?

Yes and ongoing satisfaction

What could they have done better?

Not a lot. Stephen has always made it very clear that if we ever have any queries/worries we can contact him at any time and we do not have to wait for the next consultation.

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I have now been working in the finance industry since 2004 and I pride myself in the ability to provide my clients with very clear and easily understood financial advice.

I am dedicated to ensuring that my firm is truly independent, so that I am not only able to provide the very best service to my clients but also offer choice and access to every financial solution, providing you with a comprehensive and fair analysis of the relevant market.

On a more personal note, I am married to Laura with one daughter, Ivy, and I thoroughly enjoy spending time together exploring National Trust conservation areas, running and playing the drums in my free time. I  also know how important family life is to most people and spending more time together. This is one of many reasons for starting my company, firstly to allow me to do that and be in control of my time, but closely followed by also being able to spend more time with my clients, help them to feel more relaxed about their finances and be better informed, the way an adviser should be working with you.

The world is very fast paced, corporations are mostly built on time and cost saving and this is very true of a lot of the financial industries where you end up feeling like a “number in the system”. I want to change that for my clients, so when dealing with me and my company, you realise I am here to compliment your life with great financial planning, which also involves making well timed decisions.

If we work together you can be assured that I take great pleasure in what I do and also take the trust placed in me by you and your family very seriously. My company is built on a culture of providing open, honest and transparent advice with the view of forging a long term relationship with you.

Let’s talk

There are many different areas of advice and often people forget to address many of these. This could mean serious mistakes or unsuitable options if the correct advice isn’t taken.

By filling in the enquiry form, this could be a simple straight forward conversation that costs nothing but means you understand where you are with your plans and existing provisions.

Alternatively, it may mean we need to sit down together for a more in depth consultation, this is to ensure you are not missing out areas of your planning and that any changes in your circumstances have been considered.

This is at no cost obligation to you, giving you the opportunity to evaluate your options and the service I can provide.

I aim to respond to all enquiries within a 24 hour period, if your query happens to be urgent for whatever reason, please state this within your enquiry.

Alternatively I can be reached on 01278 555 113 or touch the Messenger icon on the screen.

Your personal data will remain confidential and will not be passed to any company outside our firm without your permission being obtained, unless the information is required by law. For further details on how we handle your personal information, please refer to our Privacy Policy.

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