Independent Financial Advice
- Financial Advisor since 2002.
- Independent advice.
- Bi-annual reviews.
Financial Services
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.
Financial Adviser
Our Team, led by Scott Golland, will be with you from the creation of your tailored plan through to its implementation and ensure that you are kept fully informed at each stage. Scott and the team will also offer you a continued service, with a review of your plan every 6 months in addition to quarterly statements.
The team have a wealth of experience working in Financial Services and have all attained the Diploma for Financial Planning, demonstrating a depth of technical understanding across a broad range of advice areas, This allows us to have extensive knowledge in advising clients on a wide range of solutions to meet their needs
Scott is passionate about giving excellent service to his clients and building long lasting, trusted relationships. His 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, identifying priorities and then developing a tailored plan to help clients achieve their goals. This ethos is a the core of our team. Complete the quick contact button below for further information on how we can help.
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