Stephen Elvin Independent Financial Advice Ltd

Independent Financial Adviser  Stephen Elvin Wealth Management, Weston super mare, Somerset, TA8 1NB
check
FCA authorised
Last authorised 19th October 2020
My company is built on a culture of providing open, honest and transparent advice with the view of forging a long term relationship with you as a client. I work from my office in Burnham on Sea and so can easily access North and South bound territories and I am happy to meet at a time and place that suits you, usually in your own home or place of work. An initial meeting is provided without charge, at this meeting I will provide a full written explanation of my costs. More importantly, I will then take the time to find out about you and your goals and what you need help and advice with. I can then prepare any recommendations that I feel are suitable for you. On a more personal note, I am married with one child and enjoy spending time with my family, alongside playing drums, running and keeping fit. I would be happy to answer any questions at no initial cost or obligation, so feel free to get in touch.
We can advise you on
check
Annuity purchase
check
Auto enrolment
check
Pension consolidation
check
Pension drawdown
check
Pensions & divorce
check
Pensions & retirement planning
check
Pensions review
check
Pensions transfer
check
SIPPs
check
Stakeholder
check
Bad credit
check
Buy my next home
check
Buy to let
check
Buying commercial property
check
Buying first home
check
High loan to value
check
Mortgage protection
check
Next home / Remortgaging
check
Right to buy
check
Self-employed mortgages
check
Wealth management
check
Ethical investments
check
ISA / Unit Trusts / OEICs
check
Investing for income
check
Investment trusts
check
OEICs
check
Offshore investments
check
Socially responsible investments
check
Unit trusts
check
Lump sum
check
National savings
check
Regular savings
check
Savings for children
check
School fees planning
check
Accident & sickness
check
Critical illness
check
Healthcare
check
Income protection insurance
check
Life insurance
check
Capital gains tax
check
Estate planning
check
Income tax
check
Taxation planning
check
EEA
check
Rest of world
check
Commercial mortgages
check
Corporate pension
check
Employee benefits
check
Group Pension/Stakeholder
check
Group Protection/Life Insurance
check
Group critical illness
check
Group income protection
check
Group life insurance
check
Group private medical insurance
check
Long term care
Meet our advisers
Stephen Elvin
Director & Independent Financial Adviser
About us

Trusted By Families for Over 15 Years. I am also part of a wider network as listed below who provide me and my clients with back office support and we span the whole of the UK. Stephen Elvin Independent Financial Advice Ltd is an Appointed Representative of Vision Independent Financial Planning Ltd which is Authorised and Regulated by the Financial Conduct Authority (FCA). Firm Reference Number: 487395. This can be verified by visiting the Financial Services Register.”

Our services

Making Financial Advice easy to understand, open and clear. Pensions and Investments are very regular areas of work, the more complex the better!

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

Your home may be repossessed if you do not keep up repayments on your mortgage.

Stephen Elvin Wealth Management, 5 Killarney Avenue, Burnham on Sea, Somerset, TA8 1NB

Similar advisers near you

Restricted - whole of market 1.41 mi
Comprehensive range of financial planning services for employed , self employed and company Directors. Part of Quilter Financial Planning an Award Winning National Network of Financial Planners (1st in 2019 FT Advisers Top 100 Financial Advisers Awards) An initial no obligation meeting is always at our expense.
 
Independent Financial Adviser 2 mi
Our mission is to improve the returns of your pensions & investments by minimising costs & maximising the value.
 
Independent Financial Adviser 2.07 mi
We provide independent-financial advice to people living in the South-West and Wales, who are close to, at or past retirement.
 
Restricted - whole of market 3.28 mi
Providing experienced financial advice remotely - friendly, ethical, knowledgeable, and professional. Alexander House can look after all your financial needs.