Midlands-based wealth management company Stephen Eve Financial Planning has reached its second birthday since it was launched by Ben and Danielle Slater in June 2022. Starting with zero clients on day one, the founders have now supported over 100 clients since inception, with 85 of those becoming ongoing clients who have regular financial reviews.
Based in Regent Street in Nottingham city centre, Stephen Eve Financial Planning helps its clients achieve their financial aspirations by providing a range of services including retirement planning, investment advice and cash-flow analysis.
Feedback from clients over the last two years has been encouraging with some of the highlights being:
“…giving advice without jargon and making the complex simpler!” – Catherine Grainger
“…explaining our options in a thorough, clear, and totally understandable way. We now have confidence in our finance options for the future, thank you” – Bev Orridge
“We look forward to many more years of working with the team at Stephen Eve.” – Martin Schofield
“We feel content and assured that they have our best interests at heart.” – Mary Dugan
Directors Ben and Danielle comment that clients are at the heart of the business but some memorable milestones have also been:
- Moving into the Regent Street office after a year of working from home
- Employing Rav, the business Paraplanner
- Partnering with Switch Up charity to support Nottingham’s young people
- Working with more young people, welcoming them to the office for work experience and supporting graduates at Nottingham Trent on skills bootcamps
- Launching the Check-In service to give clients confidence to manage their own money, if they wish to take a more hands-on approach
- Reaching £35m of assets under management
- Winning the Wealth & Finance International award for Best Independent Retirement Planning Firm 2024
- Becoming a finalist for Generation Next Start Up of the Year Award and national UK StartUp Awards
- Winning the regional UK StartUp Awards Professional Services Start Up of the Year
- Ben being shortlisted for the 2024 Professional Adviser Awards Young Achiever of the Year
- Being featured in publications like The Guardian and Popsugar
- Ben appearing on the Financial Planner Life podcast, with Sam Oakes
Danielle added: “We are no strangers to the fact that many advice firms have bigger teams, larger offices, more assets under management. However, we are proud to deliver a personalised, bespoke service to our clients and be that friendly, familiar face they can come to time and time again. People have commented that it is refreshing to talk to the same person, who knows them well and is singing from the same hymn sheet.”
Ben also added: “It has been a whirlwind two years but the past 24 months would not have been possible without the encouragement of our clients, professional network, friends and family. The trust in us to manage finances, the referrals, and not to mention the hugs and ‘keep goings’ – they make all the difference!”
