Stevens Financial Services

Financial Planning

Financial planning is important if you are to make the most of your capital and assets. We will work with you to evaluate your objectives, with the aim of making the most of your financial circumstances. This allows you to enjoy an unbiased review of your financial situation.

The key to successful financial planning is honesty and commitment from both sides. We will ask you to provide a certain amount of information and, just as importantly, play an active part in the process. You will be given full recommendations, and we will give you ample time to consider these before moving forward.

Our advice will be expert, timely and without any sales pressure.

Stephen Eames and Geoff Pook of Stevens Financial Services.

Our financial planning services cover a broad spectrum, including:-

• Mortgages - we can access over 100 lenders.
• Retirement/pension planning - including an assessment of any existing arrangements and whether these can be improved upon.
• Estate planning/inheritance tax.
• Wealth management.
• Financial protection - life assurance, critical illness and income protection.

Please call Steve Eames or Geoff Pook on 01273 493955

Stevens Financial Services is an appointed representative of IN Partnership the trading name of The On-Line Partnership Limited which is authorised and regulated by the Financial Services Authority.