Independent Financial Advice
- Financial Advisor since 2002.
- Independent advice.
- Bi-annual reviews.
Stephens Financial Services offers independent financial advice for their clients in the following areas; Pensions, Investments, Personal and Business Protection, Auto-Enrolment, and Inheritance Tax Planning. In addition to this, we offer a complementary service providing whole-of-market mortgage advice.
Our belief is that everyone has the right to access structured, supportive financial advice that takes account of both their personal and business lives. To make this a reality, we will take the time to get to know you and your needs before offering any advice about your financial future.
The service is aimed towards business people and their dependents, with help towards the protection of their businesses and tax-efficient ways to save, invest and keep more of their profits away from the taxman. Our new dedicated advisor is Castleford born Andy Reel. All advice is free and links to your specific business needs.
Andy`s focus is to provide truly independent advice to private individuals and business owners, with an aim of finding out what is important to the client. Complete the quick contact button below for further information on how we can help.