Stephen Eve Financial Planning

We’ve been working with Ben at Stephen Eve for a few years now and are really happy with the service. Ben is responsive and very knowledgeable, giving advice without jargon and making the complex more simple! Our recent review contained lots of actionable information and advice which we are now putting into practice.Would 100% recommend Stephen Eve for pension planning.

“Have dealt with Ben Slater from Stephen Eve Financial Planning for the past couple of years . Great to be able to deal with someone face to face or the office who explain and make you feel comfortable when asking questions. Always offers guidance where possible and also understands how important investment should be managed, would definitely recommend his service” Mr B Donald

If you are wanting a personal approach to wealth management then look no further than Stephen Eve Financial Planning . The service we have received from Ben Slater has been excellent - he takes the time to explain the current financial situation, to look at where we are heading and reassure us that the steps taken thus far are keeping us on track . He is very knowledgable but ensures he explains things clearly and checks out that we are fully understanding his advice. I also love the web-based portal for sharing documents and messages.

Ben has been our adviser for many years now and we can’t recommend him highly enough. He has helped us retire successfully with a personable, friendly, and top-class service.

Ben and his team helped us locate and consolidate various pension plans. They provided detailed analysis and recommended an investment strategy that is not only cheaper, but shows greater historic performance. He took the time to understand our needs, and showed us various Cashflow Forecasts, which gave us the reassurance that we are on track to retire and maintain our current standards of living throughout retirement. I wouldn’t hesitate to recommend their friendly, yet professional services to anyone. Thank you, once again.

Ben is our second financial advisor and was recommended to us by a member of our family.His expertise, friendly manner and advice can not be faulted. Ben has dealt with our financial affairs with absolute integrity, and we would highly recommend him to anyone who is in need of impartial, unpressured financial advice.Des and Maria.

Ben Slater is a new advisor to us. He quickly understood our financial situation and, as importantly, our attitudes towards money management and risk.He offers an excellent personalised service and during our face to face review meeting, explained our options clearly in his patient and personable way, paying close attention to our particular life needs and wishes.He has already installed in us confidence in his knowledge and expertise. We feel content and assured that he has our best interests at heart. Ben delivers leading edge advice which allows us, in turn, to make informed choices.

Ben is a fantastic Financial Planner and would highly recommend him. He is thorough, clear and has done a great job reviewing and improving our pensions and retirement position. A very satisfied customer.