Business Details
Independent Financial Advisers in Hessle
Established to provide expert financial guidance, Stephenson Johnson Financial Planning specialises in tailored advice for individuals and businesses. Our independent status ensures unbiased recommendations, focusing exclusively on client interests. With a team of seasoned professionals, we deliver strategic solutions in pensions, investments, and wealth management. Our in-house investment approach allows bespoke portfolio creation, adapting to individual risk profiles and goals. Clients benefit from unrestricted access to the full market, ensuring optimal product selection.We prioritise long-term relationships through consistent monitoring and transparent communication. Personalised service is central to our philosophy, with dedicated advisors maintaining continuity throughout the client journey. Our commitment to integrity, trust, and professional excellence underpins every recommendation. Authorized and regulated by the Financial Conduct Authority, we maintain the highest compliance standards. With decades of collective experience, we empower clients to navigate financial complexities and achieve lasting prosperity.
Services
Pensions
Investments
ISAs
Inheritance Tax Planning
Auto Enrolment
Highlights and features
- We offer truly independent advice with no product provider ties
- We manage investments in-house for bespoke portfolio creation
- We provide unrestricted access to the entire financial product market
- Our dedicated advisers maintain long-term client relationships
- We combine 30+ years industry experience with clear communication
Associations and certifications
- Financial Conduct Authority
What people say
Clear communication
Expert financial advisors
Trusted guidance
Personalised support
Excellent results
Services
Pensions
Our pension specialists create tailored retirement strategies that adapt to changing regulations and personal circumstances. We help clients maximise pension value while minimising tax liabilities through strategic withdrawals and investment choices. With expertise in auto enrolment and workplace pensions, we ensure compliance while optimising benefits for employers and employees alike.
Investments
We craft bespoke investment portfolios aligned with individual risk profiles and financial goals. Our in-house management enables continuous monitoring and timely adjustments to capitalise on market opportunities. Through regular performance reviews, we maintain optimal asset allocation while ensuring transparency and accountability in investment decisions.
ISAs
We advise on the most suitable ISA options to maximise tax-free savings potential. Our guidance covers investment ISAs, cash ISAs, and innovative finance ISAs tailored to different risk appetites. We help clients understand contribution limits and transfer options while ensuring long-term savings growth.
Inheritance Tax Planning
Our specialists develop strategies to preserve wealth for future generations while minimising inheritance tax liabilities. We implement legitimate tax-efficient structures and gifting strategies that align with clients' personal circumstances. Through regular reviews, we ensure plans remain effective against changing legislation and family situations.
Auto Enrolment
We assist businesses with workplace pension compliance and implementation. Our service covers scheme selection, employee communications, and ongoing compliance monitoring. We help employers meet legal obligations while offering competitive pension benefits that support workforce retention and satisfaction.
People
Bob Stephenson
Director
With extensive experience in financial services, Bob leads with a clear focus on client interests. His approachable manner makes complex financial concepts accessible to clients, building lasting relationships based on trust and expertise.
Phil Smith
Independent Financial Adviser
Phil combines professional acumen with plain-English explanations, making financial planning accessible. His clients value his ability to grow portfolios while maintaining clear communication and efficient service delivery.
Andrew Piper
Independent Financial Adviser
Andrew provides straightforward financial guidance with exceptional approachability. His expertise in investment and pension matters helps clients navigate complex financial decisions with confidence and clarity.
John Booth
Independent Financial Adviser
With over 30 years' experience, John offers comprehensive knowledge of investments and specialist products. His membership in professional institutions ensures clients benefit from the latest industry developments and best practices.
James Dry
Independent Financial Adviser
James brings two decades of financial services experience to our advisory team. His diploma-qualified expertise helps clients achieve their financial objectives through strategic planning and informed decision-making.
Questions
What areas do you cover?
We serve clients in Hessle, East Yorkshire, Humber region and surrounding areas. Our services also extend to clients across the UK through remote consultations.
Are you regulated by any official body?
We are regulated and authorised by the Financial Conduct Authority (FCA No 419684), ensuring we meet strict regulatory standards for financial advice services.
What investment options do you offer?
We provide access to the whole market of financial products, allowing us to recommend the most suitable investment options tailored to your risk profile and financial goals.
How does your pension planning work?
We create personalized pension strategies considering your circumstances, helping maximise your pension pot while minimising tax liabilities through strategic planning and implementation.
What makes you different from other advisers?
Our independence from product providers, in-house investment management, and commitment to long-term relationships ensure truly impartial advice tailored specifically to your needs.
Do you offer free initial consultations?
Yes, we provide free, no-obligation initial consultations where we discuss your financial goals and explain how we can help you achieve them.
Reviews (2)
Rob Davies
Jul 03, 2018
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Andrew reviewed my pensions recently and sorted me out in an extremely professional and friendly manner. I can't recommend him highly enough. He's a real genuine, honest guy.
Keith Dalby
Sep 19, 2017
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I would like to commend this firm. I have now been dealing with Stephenson Johnson for a number of years and can confirm that I have been delighted with the service they have provided. Portfolio management has been excellent performance has outstripped benchmarks. The advice I have received has been spot on and the standards of service very adequate. I can commend this standard of service provided by this firm.
