Steven Martin & Associates Ltd

Independent Financial Adviser 33-35 Market Street, Ulverston, Cumbria, LA12 7LR

First meeting at adviser's own cost

Steven Martin & Associates off clear, independent, impartial Financial advice. Our Advisers are fully qualified and highly experienced.

We can advise you on

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Pensions & retirement

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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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Mortgages

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Bad credit

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Building your home

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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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Buying overseas

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Equity release

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Flexible mortgages

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High loan to value

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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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Financial planning

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Wealth management

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Investments

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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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Traded endowment policies

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Unit trusts

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Savings

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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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Insurance & protection

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Accident & sickness

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Buildings and contents

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Critical illness

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Healthcare

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Home and leisure

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Income protection insurance

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Large business

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Life insurance

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Payment protection insurance

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Small business

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Tax & trust planning

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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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Business

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Commercial mortgages

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Corporate pension

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Group ISA

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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

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Long term care

Make an enquiry Request a call back Recommend to a friend

Response rating

7.0/10

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FCA authorised

Last authorised 20th September 2021

Meet our advisers

MR Jeff Baines

Ifa

Qualifications & Accreditations chevron_up

CeMAP - Certificate in Mortgage Advice and Practice (LIBF)

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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.

Dip PFS - Personal Finance Society Diploma (PFS)

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

MR Steven Martin

Managing Director

Qualifications & Accreditations chevron_up

CeMAP - Certificate in Mortgage Advice and Practice (LIBF)

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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.

Dip PFS - Personal Finance Society Diploma (PFS)

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

About us

Steven Martin & Associates Ltd have many years experience in looking after our clients Personal Investments and Financial Planning. We specialise in Investments, Pensions, Retirement Planning and Inheritance Tax Solutions. We also arrange Residential and Commercial Mortgages along with most Protection policies. You can call in to our Ulverston town centre office or we can visit you at your home at a mutually convenient time and offer a no fee first initial consultation. Call us with confidence to arrange an appointment.

Where to find us

Head office address: 33-35 Market Street, Ulverston, LA12 7LR

Make an enquiry

Preferred clients

Minimum wealth (income/assets)

£0

Minimum pension value

£0

Minimum mortgage value

£0

Advice methods

Telephone
Online (Live chat, video, email)
Face to face

Website

Make an enquiry Request a call back Recommend to a friend

Response rating

7.0/10

phone Show number

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FCA authorised

Last authorised 20th September 2021

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