Introduction to
lifestyle financial planning

Stephens Financial is a firm of Independent Financial Planners in South Devon - the heart of the South West - working on a fee basis to avoid any commission bias.

Our mission

To help you to be financially well organised, to achieve and maintain your desired lifestyle with financial independence, and to minimise tax liabilities.

Our service aims to help you develop a comprehensive Financial Plan which will assist you to achieve your objectives. The 'ownership' of the Plan should be yours, i.e. it should not be regarded as a 'report' from Stephens Financial Ltd.

We will help you to analyse your current situation, to define your objectives for the future and to develop and implement an action plan, which will make the best use of available resources to achieve your objectives. 'What If'' exercises can be carried out relatively quickly and changes made to your Financial Plan in line with your wishes. We will also help you review your Plan from time to time and to update it to take account of changed circumstances.

We aim to build long term relationships by knowing and understanding our clients needs, so that we can provide the most comprehensive financial planning service possible for both individuals and business owners. To find out more about how we provide peace of mind, strategic planning, and control to our clients, please select one of the options below.