Stephen Elvin Independent Financial Advice Ltd

Independent Financial Adviser  Stephen Elvin Wealth Management, Abbots leigh, Somerset, BS8 3RP
First meeting at adviser's own cost
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
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Bad credit
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Buy my next home
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Buy to let
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Buying commercial property
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Buying first home
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High loan to value
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Mortgage protection
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Next home / Remortgaging
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Right to buy
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Self-employed mortgages
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Accident & sickness
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Critical illness
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Healthcare
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Income protection insurance
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Life insurance
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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EEA
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Rest of world
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Commercial mortgages
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Corporate pension
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Employee benefits
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
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Long term care
Response rating
10/10
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FCA authorised
Last authorised 6th April 2020
Meet our advisers
Stephen Elvin
Director & Independent Financial Adviser

This qualification assesses a knowledge and understanding of investment products and the application of the investment advice process.

This qualification assesses a knowledge and understanding of an ability to analyse financial protection planning issues.

This qualification assesses a knowledge and understanding of the UK taxation system, and the ability to analyse the taxation treatment of individuals and trusts during the investment advice process.

This qualification helps advisers develop and demonstrate their financial planning capabilities. 

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.

This qualification assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

This qualification assesses a knowledge and understanding of an ability to analyse pension and retirement planning issues.

Accreditations
Certified Financial Planner
About us

Trusted By Families for Over 15 Years

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!

Where to find us
Head office address: Stephen Elvin Wealth Management, 5 Killarney Avenue, Burnham on Sea, Somerset, TA8 1NB
Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£100,000
Minimum mortgage value
£125,000
Advice methods
  • phoneButton
    Telephone
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    Face to face
Response rating
10/10
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FCA authorised
Last authorised 6th April 2020

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