Stephen Eve Financial Planning celebrates its second birthday

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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

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