Ibex House
61 Baker Street
WEYBRIDGE
Surrey
KT13 8AH

Tel: 01932 820 444
Fax: 01932 820 033

Planning to Succeed

Mission Statement:

We aim to provide our clients with professional financial planning combined with ongoing service. This will be in a format that is easy to understand and meet all of your financial needs.

We all have financial needs, and finding an affordable solution to meeting those needs is an area that many people seek advice upon.

Your needs today could be significantly different to those of the future. Financial planning could provide a means of reducing current tax liaibilities as well as aiming to help you provide for your future. You may wish to plan for a child's education, or the purchase of a dream home or perhaps for income in your retirement.

No effective financial plan can ignore the effects of outside influences like accidents, long term illness or loss of employment. It is also important to consider the effects on others were you to die.

By seeking assistance from an independent financial adviser such as GC Stevens Financial Services will ensure that your plan will have a sure foundation. An advisor will work with you through the various stages of your life meaning that you are keeping in step with your plan and the plan is being adapted for your life changes.

Our expertise is at your disposal

All our advisers are qualified and look to provide you with professional and impartial financial advice. We always look to find solutions for your needs that work throughout the many different stages of your life.

Insurance and Investment products differ greatly in areas such as tax treatment, charges or investment returns. We constantly monitor the whole market to ensure you receive advice about the product that best meets your needs.

GC Stevens Financial Services can assist whether you are looking for a one off review with one of our advisors or if you want to develop a more longer term relationship, reviewing things on a regular basis going forward. How regular these reviews are is down to your requirements.

Our Independence

As Independent Financial Advisers, our business has no links or ties to any one product provider. We can access Life Assurance, Pension or Investment products from across the whole marketplace. This means we can choose from amongst 30,000 financial products to provide the best for you.

Treating Customers Fairly

The basic principles of Treating Customers Fairly is measured regularly against set criteria as laid down by the FSA. Although the FSA has codified these principles we feel that treating you our clients fairly and openly is not just good old fashioned common sense, its good business practice too, our business has been built over the years on referral by word of mouth, this is powerful and we take the responsibility seriously.

We as a business are also constantly adapting to change, so we welcome feedback and do send out satisfaction questionnaires on an ad hoc basis. You can of course e-mail us at advice@gcstevens.com if you have any suggestions you want us to consider.

More information on Treating Customers Fairly (just enter TCF in the search box) can be found at;
http://www.fsa.gov.uk

External Auditing and support.

We employ an external compliance consultant to regularly visit and audit our firm, staff, and processes to ensure compliance with regulatory requirements.