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Award Winning Independent Financial Advisers

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Stephen Elvin

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Stephen Elvin
DipPFS
Independent Financial Adviser

Steve joined the team following a long and successful career with HSBC, where he was an award winning Financial Adviser in Personal Financial advice, over a 10 year period.

Steve strongly believes in the value of a long term financial planning relationship with his clients and believes that now he can set his own high standards when dealing with clients and providing advice. He feels this is ever more important with a rapidly changing financial climate and the needs of clients evolving over time. By understanding client’s needs in depth and providing a high level of service, as well as building trust over time, Steve ensures he can service his client’s needs and deliver a bespoke personalised proposition and service.

Steve is now the owner of Stephen Elvin Independent Financial Advice Ltd and the business support provided by the Vision group means Steve can do what he enjoys the most, and look after his clients, their families and their financial arrangements and needs.

Outside of work Steve enjoys spending time with his wife and travelling, he is also a keen musician having played the drums for 14 years and also teaches some private students.

Steve can be contacted on 07415 641390 or

‘Stephen has provided us with financial advice for a number of years with HSBC and we continued his advice since his new role. We find him professional at all times and we value his advice.’

‘Steve is a most competent, people friendly adviser and we feel that we can put our trust and faith in him completely. He is thorough, explains everything in detail and goes the further mile. We have total confidence in him and he is a pleasure to deal with.’

‘Stephen Elvin has surpassed our expectations with regard to financial advice.’

‘We both feel very happy and reassured with Stephen Elvin as our adviser. He has made it clear that we can contact him at anytime, should we have any queries whatsoever.’

‘I felt the moment I first met Steve we were totally at ease with eachother. It was an open and honest exchange of thoughts, feelings and information. Steve has always projected a down to earth approach to me whilst conveying a huge amount of detailed and different information. He has taken the time to get to know us which I feel invaluable when advising on such important matters. I would fully recommend Steve to family and friends, in fact I already have.’