Mark Stevens Email & Phone Number

Calling upon over 25 years’ experience, I provide holistic goal-based financial advice although my expertise include Legacy & Inheritance Tax Planning, Retirement Planning, Savings & Investment Planning, and I am a specialist in highly complex areas of Pension Planning.For businesses and their owners, I specialise in providing advice around succession planning, business protection and employee benefits, including auto enrolment.I help my clients:- Understand the financial opportunities available to them- Mitigate financial risks and tax liabilities- Achieve the financial future they aspire to (for themselves and their family)We pride ourselves on never “selling” an “off the shelf” solution, so that wealth benefits our clients, and those they care about, for many years to come.I am keen to build long-term relationships with:- Accountants- Solicitors- Will Writers- Individuals seeking financial adviceThe value of an investment with St. James's Place will be directly linked to the performance of the funds you select, and the value can therefore go down as well as up. You may get back less than you invested.Taxation rules can change at any time and are dependent on individual circumstances.Auto-Enrolment is not regulated by the Financial Conduct Authority.Stevens Wealth Management Ltd 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). The titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives.SJP Approved 15/02/2024