Paul Stevens — Independent Financial Advisor 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
Qualifications
CII Diploma in Regulated Financial Planning
Regulation
Paul Stevens is FCA-verified (firm: Wingate Financial Planning).
Frequently Asked Questions
Is Paul Stevens a regulated financial advisor?
Yes. Paul Stevens is FCA-verified and authorised under Wingate Financial Planning, meaning they are authorised and regulated by the Financial Conduct Authority to provide financial advice in the UK.
What financial services does Paul Stevens offer?
Paul Stevens offers Retirement planning.
Where is Paul Stevens based?
Paul Stevens is an independent financial advisor based in Caterham, serving the BN, GU, ME, RH, TN, SE, SW, BR postal areas.
Does Paul Stevens offer a free initial consultation?
Yes. You can book a free, no-obligation initial consultation with Paul Stevens directly through their Trusted Advisor profile.
What qualifications does Paul Stevens hold?
CII Diploma in Regulated Financial Planning
How do I book a meeting with Paul Stevens?
You can book a free initial consultation with Paul Stevens directly from their Trusted Advisor profile by selecting a time that suits you. There is no charge for the initial call.