Stepping Stones

Business Details

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Your Trusted Financial Advisers in Leicestershire

Stepping Stones is an Independent Financial Services Intermediary dedicated to delivering unbiased financial advice. We believe every client's needs and objectives are unique, which is why our commitment to tailor-made, personal service forms the foundation of our approach. Utilising state-of-the-art technology, we meet clients' financial needs while achieving their objectives in the most cost-effective manner. With access to the entire mortgage market and exclusive deals, we provide recommendations that are entirely in our clients' interests.

Built on honesty, reliability, and integrity, our team ensures consistently high standards and an excellent customer experience. We offer transparent fee structures, including no-charge preliminary meetings, and maintain full compliance with FCA guidelines. Our clients benefit from decades of combined experience, with advisers available seven days a week to provide expert guidance on mortgages, protection, pensions, and investment solutions.

Services

Mortgages Protection Pensions Investments Tax Planning Estate Planning First Time Buyers Remortgages Buy to Let Commercial Mortgages

Highlights and features

We are authorised and regulated by the Financial Conduct Authority.
Our team provides tailor-made financial solutions based on individual needs.
We utilise state-of-the-art technology to optimise financial planning.
Transparent fee structures with no-charge preliminary meetings.
Advisers available seven days a week for expert mortgage guidance.

Associations and certifications

Financial Conduct Authority

What people say

Excellent service Professional, knowledgeable Highly recommend Made the process easier Worked tirelessly

Website

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Services

Mortgages

We provide expert mortgage advice tailored to individual circumstances, offering access to the entire market and exclusive deals. Our FCA-regulated advisers help first-time buyers, remortgagers, and buy-to-let investors secure competitive rates. With transparent fees and a focus on long-term client satisfaction, we ensure your mortgage aligns perfectly with your financial goals.

Protection

Our protection services include life insurance, critical illness cover, and income protection tailored to your family's needs. We partner with leading UK insurers to provide peace of mind at competitive rates. Our advisers ensure coverage matches your budget and circumstances, with free no-obligation reviews available seven days a week for ongoing support.

Pensions

We offer comprehensive pension planning services to help clients secure their financial future. Our advisers provide unbiased guidance on state, workplace, and private pensions, ensuring strategies align with long-term goals. We help maximise retirement income while navigating tax-efficient options and regulatory requirements for optimal outcomes.

Investments

Our investment services cater to both short-term and long-term financial goals, from saving for a car to university fees. We provide expert portfolio management and market analysis to optimise returns while managing risk. Clients benefit from personalised strategies that adapt to changing market conditions and individual circumstances over time.

Tax Planning

We specialise in creating tax-efficient strategies to preserve wealth and maximise inheritance for loved ones. Our advisers help clients navigate complex tax regulations, implement legitimate savings methods, and structure financial plans to reduce liabilities. Services include inheritance tax planning and strategic asset management within regulatory frameworks.

People

Mark Briggs

Financial Adviser & Director

With over 20 years' experience, Mark specialises in complex mortgage solutions and retirement planning. He ensures clients receive technically sound advice aligned with long-term financial goals.

Paul Hart

Financial Adviser & Director

Paul focuses on buy-to-let mortgages and investment strategies. His expertise helps property investors maximise returns while maintaining regulatory compliance across commercial and residential portfolios.

Tamara Hart

Compliance & Director

Tamara oversees regulatory compliance and client protection policies. She ensures all advice meets FCA standards while maintaining the firm's commitment to transparency and ethical financial practices.

Ian Kells

Financial Adviser

Ian specialises in first-time buyer mortgages and shared ownership schemes. He helps clients navigate government incentives and secure affordable home ownership solutions with clear guidance.

Alice Bower

Mortgage & Protection Adviser

Alice provides expert advice on mortgage protection and income security. She ensures clients' financial commitments remain covered through tailored insurance solutions and risk management strategies.

Questions

What mortgage options do you offer?

We provide access to the entire mortgage market including exclusive deals for first-time buyers, remortgages, buy-to-let, and commercial mortgages across the UK.

How are your services charged?

Our mortgage advice typically costs £595, payable when your offer is issued. We also offer fee-free preliminary consultations to discuss your financial needs.

Are you regulated by the FCA?

Yes, both Stepping Stones Financial Planning LLP (FCA 799041) and Stepping Stones Financial Solutions Ltd (FCA 919575) are FCA-authorised and regulated.

Do you offer protection insurance?

We provide life insurance, critical illness cover, and income protection from leading UK insurers, with advisers available seven days a week for no-obligation reviews.

Can you help with pension planning?

Our FCA-regulated advisers offer comprehensive pension planning services, including state pension optimisation, private pension management, and retirement income strategies.

What areas do you serve?

While based in Leicestershire, we provide financial services nationwide across the UK, with remote consultations available via phone or video call.

Reviews (6)

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James Ducasse

Jan 15, 2022 Report

Very happy with the service received. Following a poor experience from another Financial advisor, Stepping Stones FP were incredibly friendly, upfront and fact driven, Stephanie and Ellie were always very responsive and courteous. Thank you!

Shout Sye

Dec 31, 2021 Report

Paul is awesome, friendly and knows his stuff to navigate you through hoops, Jargon & paper work; along with Christina and her fairy dust, they get the job done!
Helped massively towards two difficult purchases. Thank you
Shah

Abigail Whitfield

Sep 17, 2021 Report

Absolutely fantastic. Ian and Christina provided the most perfect service you could ask for. Always making sure we were updated, making sure we fully understand all the jargon and exactly what the process was and they always went above and beyond to provide us with a variety of options. We felt listened to and valued and they made the whole process of buying our first home seamless and stress free. We can't thank them enough! Would absolutely recommend to anyone looking for a stress free and seamless service.

Shiraaz Parwez

Jun 12, 2021 Report

Highly recommended to me and i would highly recommend further to anyone else. This is the third time I have used Stepping Stones Financial Planning LLP within a year. First was for a mortgage, second was a remortgage third was for another investment mortgage on a property and will be using them again soon to find another mortgage for me. Service and communication provided by all staff is excellent and are always responsive. Highly recommend Stepping Stones Financial Planning LLP to anyone.

Michele Carrelli

Mar 29, 2021 Report

First class professional service from Paul and the team at stepping stones. As a private landlord my mortgage requirements have become more complex as my portfolio grows. Wether it being re mortgaging or purchasing.
Stepping stones have made the process as stress free and as smooth as possible and delivered every time, keeping me updated along the way and always there to answer any questions and It's never too much trouble. All the team are polite and efficient and add to that, the more than fair pricing, I cannot recommend highly enough!

Frankie Parrish

Mar 17, 2021 Report

I can't speak highly enough of Paul and the team at Stepping Stones Financial Planning LLP. Paul is incredibly knowledgable and his team very efficient - they guided us through our mortgage application seamlessly. We will absolutely be using him again when the time comes, and will definitely (and already have) recommend to friends and family.