Financial Adviser FPFS in Lutterworth
I have over 35 years’ of experience in the financial services industry. As a Chartered Financial Planner and Fellow of the Personal Finance Society, I work to the highest professional standards. My focus is on long-term, holistic financial planning, building trusted relationships and delivering clear, practical advice that evolves as clients’ circumstances and objectives change.
When people think about financial advice, they often think about investments. But financial advice can support a much wider range of decisions, helping you plan confidently for the future and make the most of the opportunities available to you.
New research commissioned by Quilter and conducted by Boring Money found that many people understand how advisers like me can help with investments, but are less aware of the wider support available through professional financial planning.
As an adviser, I may be able to help with:
Financial decisions can feel complex at times, particularly as circumstances, legislation, and markets change.
If we work together, I can help you:
If this sounds good to you, please get in touch.
Tax Planning, Estate Planning & Legacy Planning are not regulated by The Financial Conduct Authority.
Approver Quilter Financial Limited and Quilter Financial Services Limited. August 2026
Permanent health insurance to provide a regular income should you be unable to work due to illness or injury.
Wealth management advice to make your money work as hard as it can for you, including making the most of any tax breaks available.
Expert advice to help provide comfort in your retirement.
Whole of life and term assurance protection, private medical arrangements, critical illness insurance.
Lutterworth
LE17
United Kingdom
Steve is located in Lutterworth and offers expert financial advice to suit your needs.
I have spent more than three decades advising individuals, trusts and business owners through changing markets, legislation and life events, helping them plan with confidence and clarity. As a Chartered Financial Planner and Fellow of the Personal Finance Society, I hold the most respected qualifications within the profession and remain committed to ongoing professional development. I take a holistic approach to financial planning, ensuring advice remains aligned to long-term goals while adapting to complex personal and business needs. Building strong, transparent relationships is central to my work, with client outcomes always the priority.
Outside of work, I enjoy playing golf, keeping fit and tackling home improvement projects.
In advising you, I follow a simple and trusted 3 step process:
We will arrange a time to talk about your goals and plans.
I'll prepare a tailored plan which always takes full account of your goals, and gives you the steps and expert support from me to get there. All explained simply.
I'll be there as your financial adviser to give you the support you need.
The Financial Conduct Authority does not regulate some employee benefits, tax planning, inheritance tax planning, estate planning, succession planning, trusts or some buy-to-let mortgages.
The guidance and/or information contained within this website is subject to the UK regulatory regime and is therefore targeted at consumers based in the UK.
Registered Office: Quilter Financial Advisers, Senator House, 85 Queen Victoria Street, London, EC4V 4AB. Tel: 0207 562 5856. Registered in England and Wales. Registered number: 05693185. Lighthouse Financial Advice Limited, Senator House, 85 Queen Victoria Street, London, EC4V 4AB. Tel: 0207 562 5856. Registered in England and Wales. Registered number: 04795080.
Quilter Financial Planning Network only: This financial promotion was approved by Quilter Financial Services Ltd & Quilter Financial Ltd on 10 February 2026.
