Financial Planning Consultant CeMAP®, ACSI in York
I believe that great advice is built on making financial planning straightforward and accessible. Clients make better decisions when they truly understand their options, so I take the time to explain things clearly, without unnecessary jargon.
I'm committed to supporting clients throughout every stage of their financial journey, building long-term relationships based on trust, reliability and being there when I'm needed most.
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
Establishing and reviewing trusts, complete personal risk management planning, short- and long-term savings and investments.
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.
York
North Yorkshire
United Kingdom
Steven is located in York but able to offer financial advice remotely across the UK.
For me, financial planning is about much more than money. It's about giving people the confidence to make informed decisions, the freedom to focus on what matters most, and the reassurance that they have a plan for whatever life brings.
Before moving into financial services I spent many years teaching art and design. This experience means that I understand the challenges faced by those working in education, the creative industries and the self-employed.
Whether it's managing fluctuating income, balancing family commitments with career ambitions or planning for the future, I appreciate that everyone's circumstances are unique to them.
I live in York with my wife and our two teenage children. Outside of work you'll usually find me listening to 6 music or podcasts, planning our next family road-trip, visiting exhibitions or making the most of the North Yorkshire countryside and coastline with family and friends.
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 01 August 2022.
