Building strong relationships, one roof at a time.
About Us
Stepping Stones Financial Planning is an Independent Financial Services Intermediary driven by the desire to empower individuals to navigate the complexities of financial planning. We believe in a collaborative approach, working alongside our clients to understand their unique circumstances, goals, and anxieties. Our team of experienced professionals will guide you through every step of the way, ensuring you make informed financial decisions with confidence.
Our Philosophy
Our philosophy revolves around three core principles:
- Personalization: We tailor our advice to your unique needs and aspirations, considering your individual goals, values, and financial situation.
- Transparency: We believe in open communication and clear explanations, ensuring you understand every step of the process and the rationale behind our recommendations.
- Accessibility: We utilize state-of-the-art technology to deliver a seamless and convenient client experience.
Mortgages
- Guiding you through the entire mortgage process, from initial assessment to securing the best mortgage deal available.
- Providing expert advice on remortgaging, buy-to-let opportunities, and first-time homebuyers' programs.
Protection
- Empowering you to create a tailored financial safety net through critical illness cover, income protection, and life insurance solutions.
- Protecting your mortgage against financial setbacks through specialist mortgage protection plans.
Pensions & Investments
- Developing a personalized retirement plan to ensure you have enough funds to enjoy a comfortable and secure future.
- Guiding you through investment options and highlighting potential tax-saving opportunities.
Tax Planning & Estate Planning
- Creating a comprehensive plan to minimize your tax burden and safeguard your wealth for future generations.
- Developing an estate plan that aligns with your values and ensures your assets are distributed according to your wishes.
We also offer guidance on income protection, investment planning, and solutions for specific scenarios like shared ownership, buy-to-let properties, and complaints handling.
Exceptional Service and Expertise
The reviewers praise the exceptional service and expertise of the team at Stepping Stones Financial Planning, particularly mentioning the names of Alice, Ellie, Holly, Christina, Stephanie, Aimee, and Paul.
Seamless Process and Professionalism
The reviewers highlight the seamless process and professionalism of the team, stating that they went above and beyond to help them with their mortgage and financial planning needs. They praise the team's knowledge, friendliness, and patience, making the process easy to understand and navigate.
Excellent Communication and Support
The reviewers appreciate the excellent communication and support provided by the team, citing prompt responses to their questions and concerns, and regular updates throughout the process.
Personalized Service and Empathy
Several reviewers mention the personalized service and empathy shown by the team, particularly Stephanie Kerry, who took the time to explain complex information in layman's terms and provided reassurance during uncertain times.
Highly Recommended
All reviewers highly recommend Stepping Stones Financial Planning to anyone seeking mortgage and financial planning services, praising the team's honesty, empathy, support, and independence of decision-making.
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