Paul Stevens — Independent Financial Adviser in Caterham
About Paul Stevens
Paul Stevens is an Independent Financial Adviser at Wingate Financial Planning, where he provides holistic financial planning and wealth management advice to individuals, families and business owners. With nearly 35 years' experience in financial services, he believes the best financial plans are built around understanding each client's goals, values and circumstances, creating tailored strategies that provide confidence for the future. Throughout his career, Paul has guided clients through changing markets, evolving legislation and life's major financial milestones. Before joining Wingate Financial Planning in 2024, he worked at Howe Maxted Group and COBRA Financial Services. This breadth of experience enables him to deliver practical, long-term advice across every stage of a client's financial journey. Paul takes a relationship-led approach to financial planning, recognising that no two clients have the same priorities. Whether helping clients prepare for retirement, grow and preserve their wealth or plan for future generations, he focuses on providing clear, straightforward advice that evolves as life changes. Outside of work, Paul lives in South Croydon with his wife, children and two Golden Labradors. He enjoys spending time with his family, walking his dogs, and supporting Crystal Palace FC.
Services
- Retirement planning
Specialisations
- Retirement Planning
- Investment Management
- Tax Planning
- Pension Planning
- Holistic Financial Planning
Qualifications
Diploma in Regulated Financial Planning (CII)
Regulation
Paul Stevens is FCA-verified (firm: Wingate Financial Planning).
Frequently Asked Questions
Is Paul Stevens an FCA-regulated financial adviser?
Yes. Paul Stevens is FCA-regulated and verified by Trusted Advisor. We re-check every adviser's FCA status regularly to make sure their authorisation to give regulated advice is current.
What services does Paul Stevens offer?
Paul Stevens offers Retirement planning. You can see the full list of services on this profile, or book a free initial call to discuss your situation in more detail.
How much does it cost to use Paul Stevens?
Fees vary depending on the service, the complexity of your situation and the assets involved. Paul Stevens will explain all fees clearly before you commit to anything, and the initial consultation booked through Trusted Advisor is free.
What is the difference between an independent and a network financial adviser?
Paul Stevens is an independent financial adviser, which means they can recommend products from across the whole of the UK market without being tied to any single provider. This generally allows for more impartial advice.
How do I book a consultation with Paul Stevens?
Click "Book a Consultation" on this page to choose a time that suits you. The first call is free and there's no obligation. If you'd prefer, you can also message Paul Stevens directly through the contact form.
Does Paul Stevens work with clients outside Caterham?
Many of the advisers on Trusted Advisor work with UK clients remotely as well as in person. Paul Stevens is based in Caterham but you can confirm preferred meeting locations and video options when you book your initial call.