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Financial Advisor in Thanet

Bonnie Stevens

I am an Independent Financial Adviser in Thanet, Kent covering Broadstairs, Margate, Ramsgate, Sandwich, Canterbury and the surrounding areas. With over ten years of experience in financial services, I specialise in providing comprehensive, long-term planning for the accumulation and drawdown of pensions and investments in retirement, income and inheritance tax planning, as well as helping to secure each client’s current position in the event of accident, illness, death or unemployment with appropriate protection policies.

Having personal experience of divorce, bereavement, self-employment, and single parenting, I am particularly keen to help others facing similar challenges.

I offer a complimentary, no obligation initial meeting and financial review.

Your initial meeting is complimentary.

Financial Advice Services


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My Financial Advice Process

1

At your initial meeting (which is free of charge) I will discuss the advice process with you and help you understand how I am able to assist with your financial needs.

2

I will carry out an extensive assessment of your financial circumstances to understand your situation and present you with an appropriate recommendation.

3

I will arrange and implement your agreed plan. This will include handling all of the fund and policy administration and ensuring documents are issued in line with your expectations.

4

As your financial and personal objectives may change over time I believe ongoing support is crucial in ensuring your investment portfolio remains up to date and will give you regular updates and information regarding your investments.

Financial Guidance