Services

Calculator and Pen Financial Planning
Piggy Bank 2 Investments
Footprints On Beach Pensions
Tree In Palm 2 Protection

We can provide advice on a regular ongoing basis, or alternatively on a purely transactional basis as the need arises. Ideally we look to forge long term ongoing relationships with our clients.

We offer an initial one hour consultation which is without obligation and for which we will not charge. This provides you with the opportunity to let us know what advice you are seeking and it provides us with the opportunity to explain in more detail how we work, where we feel we can help and what the cost of our advice and the work associated with implementing the advice might be (as well as, where appropriate, the cost of providing an ongoing review service).

If you decide that you would like Stephenson Smart Financial Services Ltd to be your financial adviser, we will look to gather information about you, your finances, your future plans and experience of investments etc. This is extremely important to ensure that the advice we give is suitable for your circumstances.

Stephenson Smart Financial Services Ltd is authorised and regulated by the Financial Services
Authority FSA No. 191340.
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