Stevenson Wealth Planning

: 1st Floor, York House, 23 Kingsway, London, Greater London, WC2B 6UJ

: FCA Number: 510270

Website Image of Stevenson Wealth Planning

Stevenson Wealth Planning, based in Dartford, Kent and serving the surrounding areas, is a trusted and reliable financial advisory firm. The firm offers expert guidance in fields such as life investments, pensions retirement advice, final salary pension transfers, and comprehensive financial planning. As an FCA registered firm (No. 510270), Stevenson Wealth Planning upholds a high benchmark of integrity and professionalism. The team provides regulated advice that helps clients make informed decisions about their financial future. Their approachable style makes them a popular choice among first-time investors. Headquartered at The Base, Victoria Road, Dartford, they are ideally located for residents of Greater London and beyond. Trust Stevenson Wealth Planning for your financial needs - they're more than just a financial advisor. They're a partner in planning your secure future.

Their team includes one financial adviser. Check FCA registration here.

Stevenson Wealth Planning are approved by the FCA to give advice on:

Note: Permissions displayed are inherited from the Principal Network. Explicit limits for this Appointed Representative are governed by private contract.

Directions to Stevenson Wealth Planning from the Motorway

From the M25:
At junction 24, proceed to the A111 exit directed towards Potters Bar.
Merge onto M25.
Continue onto A282; please note this is a toll road.
Take the A206 exit towards Swanscombe, Erith, or Bluewater.
At the ensuing roundabout, select the first exit onto A206.
Proceed to the next roundabout and select the second exit onto Bob Dunn Way, which is also designated as A206.
At the subsequent roundabout, make the first exit onto Bob Dunn Way, University Way, or A206 and continue following Bob Dunn Way/ A206.
At the next roundabout, select the second exit in order to remain on Bob Dunn Way/A206.
Finally, at the last roundabout, take the first exit onto Burnham Road, also referred to as A2026.

List of advisers under Stevenson Wealth Planning:

Stevenson Wealth Planning is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the group's wealth management products and services, more details of which are set out on the group's website http://sjp.co.uk/products

SJP Approved : tbc

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Investment Risk Warning: Buying investments can involve risk. The value of your investments and the income from them can go down as well as up and is not guaranteed at any time. You may not get back the full amount you invested. Information on past performance is not a reliable indicator for future performance.

Mortgage Risk Warning: Think carefully before securing other debts against your home. Your home may be repossessed if you do not keep up repayments on a mortgage or any other debt secured on it. If you are thinking of consolidating existing borrowing, you should be aware that you may be extending the terms of the debt and increasing the total amount you repay.