Welcome to Stevens Wealth Management Ltd

Stevens Wealth Management provides highly personalised, face-to-face financial advice built on mutual trust and respect. We set ourselves apart by providing a highly personalised service, not a transactional one. Specialising in intergenerational wealth management, we help you achieve the financial future you and your family aspire to.


WHAT WE DO

We provide a wide range of services whether you are looking to build, grow, protect or preserve your wealth.

Promotions

Item 1 of 5

SJP Approved 17/07/2023

The Partner Practice 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 www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.

Stevens Wealth Management Ltd is registered in England and Wales, Number 10767227. Registered Office: Positive Practice Accountants, Lancashire, Colne, BB8 9NF.