Cass-Stephens Life and Pensions Ltd

Independent Financial Adviser Church Drive, Quedgley, Gloucester, Gloucestershire, GL2 4UP
First meeting at adviser's own cost
Response rating
9.0/10
FCA verified
10th September 2018
Chartered Financial Planners ► Helping you build, maintain and protect your financial wealth ► Pensions ► Investments ► Equity Release
We can advise you on
    • Commercial mortgages
    • Corporate pension
    • Employee benefits
    • Group critical illness
    • Group income protection
    • Group ISA
    • Group life insurance
    • Group pensions
    • Group private medical insurance
    • Group protection
    • Group risk
    • Wealth management
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Traded endowment policies
    • Unit trusts
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Accident & sickness
    • Buildings and contents
    • Commercial motor
    • Critical illness
    • Healthcare
    • Home and leisure
    • Income protection insurance
    • Large business
    • Life insurance
    • Payment protection insurance
    • Small business
    • Travel
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
    • Bad credit
    • Buy to let
    • Commercial for individuals
    • Equity release
    • First time buyers
    • Flexible
    • High loan to value
    • Home reversion
    • Overseas
    • Remortgage
    • Residential
    • Right to buy
    • Self build
    • Self employed
    • Long term care
Meet our advisers
Ben Baldwin DipPFS, Certs CII (MP & ER)
Independant Financial Adviser / Mortgage Adviser
What our clients say
I highly recommend Cass-Stephens Life & Pensions Ltd for retirement planning. Ben was amazing. So patient and helpful. He made the whole process much easier for me. I’m now able to make informed decisions about my future rather than hoping all would be ok.
Ms Bird, Gloucester
We met Ben at a very difficult time of our lives when we were at our wits-end regarding our finances. He was empathetic, trustworthy and never judged us. He gave us great advice and helped steer us on to the path we now travel on. That was a year and a half ago and we have sorted out our insurances and pensions and are now in a good place. This is by no means the end of our relationship with Ben as we will now have a yearly MOT and from that who knows! This has all been down to Ben's shrewd financial planning and sound creative knowledge. We are very grateful to have been given an introduction to him and highly recommend his services to anyone needing them.
Mr & Mrs Galliott, Thornbury
Where to find us

Church Drive, Quedgley, Gloucester, Gloucestershire, GL2 4UP

Contact us
About us

Cass Stephens is a long established family firm based in Gloucester. We offer a complete financial and insurance service to cater for all your needs, whether personal or commercial.

Our services

We offer a specialist retirement income planning service which includes drawdown, enhanced annuities and a wide range of investments. We have a good track record of investing clients money and cater for all levels of risk profile. We also specialise in trust and tax planning via a number of approved schemes to individuals and companies. We cater for your wider financial planning needs as well to include mortgages equity release, life assurance etc.

Advice methods
  • phoneButton
    Telephone
  • mouse
    Online (Live chat, video, email)
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£100,000
Minimum mortgage value
£125,000
Compliance

The value of investments and income from them can go down. You may not get back the original amount invested.

A pension is a long term investment, the fund value may fluctuate and can go down. Your eventual income may depend upon the size of the fund at retirement, future interest rates and tax legislation.

A mortgage is a loan secured against your home or property. Your home or property may be repossessed if you do not keep up repayments on your mortgage or any other loan secured on it.

Equity release may require a lifetime mortgage or home reversion plan. To understand the features and risks, ask for a personalised illustration.

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