Stephen Eve Financial Planning

Independent, Chartered financial planning in Nottingham

Stephen Eve Financial Planning is a family-run financial advice firm based in Nottingham. Founded by Ben and Danielle, the business takes its name from their middle names. It describes itself as truly independent and Chartered, and its advisers work with clients on retirement, investment, estate and cash-flow planning, among other areas.

The firm presents a holistic approach to financial planning, supporting clients through life changes with what it describes as care and transparency. Its stated aim is to help clients feel confident about their financial future and to reach their own definition of wealth.

Financial planning services

The firm’s service list covers several areas of personal finance:

• Retirement planning
• Investment advice
• Cash-flow planning
• Estate planning
• Protection
• Professional connections

It also groups advice around life events such as retirement, divorce, inheriting money, helping children, buying and selling property, and career change.

How the firm works with clients

Stephen Eve Financial Planning describes its advice as personal and clear, with the aim of making financial matters easy to understand. The firm offers an initial call to establish whether it is a good fit and to agree next steps, described as a no-obligation chat. It also invites prospective clients to meet at its office for a coffee.

The team includes Chartered Financial Planner Ben Slater, who has worked in financial services for over nine years. His background includes roles as an administrator and paraplanner before advising clients. Client reviews published on the site mention advisers Ben Slater and Sally Jackson, with several reviewers commenting on clear explanations and a personal service.

Client feedback

The website displays a series of client reviews, attributed to Google and verified by Trustindex. The reviews highlight themes such as clear communication, a friendly and professional manner, and help understanding pension options and retirement planning. One reviewer mentions consolidating savings and a pension lump sum into an investment with Aegon. These are individual experiences and are presented as such on the site.

Regulatory information

Stephen Eve Financial Planning Ltd is an appointed representative of 2plan wealth management Ltd, which is authorised and regulated by the Financial Conduct Authority. The firm is entered on the FCA register under number 980192. It is registered in England and Wales under company number 14084601, with its registered office at 12 Regent Street, Nottingham, NG1 5BQ.