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

Our mission is a simple one - to help you to be financially well organised, to achieve and maintain your desired lifestyle with financial freedom, and to minimise tax liabilities.

Financial advice and planning isn't about telling people what products they should buy, it's about listening to what they want to do. We work hard to understand our clients, to define their objectives for the future and to develop and implement an action plan which will make the best use of available resources to achieve those objectives. Please read our blog "Deathbed Regrets"!

Five golden rules for Lifestyle Financial Planning

Understand that money is only important in that it allows you to do what you want to do;
Think carefully about what you do want to achieve for yourself and for your family;
Analyse where you are today and whether your finances are in line with those goals;
Build a road map using cash flow management. "Successful people have this over their rivals, they know where they are going"!
Make regular checks to ensure you are on course and that you can adapt as your journey changes.

What sets us apart from many financial advisers is our ongoing commitment to our clients. There is little point in having a long term plan if you do not have long term support as you seek to achieve your objectives. Our service provides that peace of mind.

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.