Joel Stevens, Independent Financial Adviser

Excellent Financial Planning can change your life.

It’s a bold claim, but I stand by it.

Nothing can prepare you for the feeling when your money lines up with who you really are and the life you really envision. That feeling when you know, deep in your soul, that the resources you’ve been entrusted with are being used wisely and are aligned to who you are and what you've been called to accomplish.  

Preparation. Peace. Progress. Freedom.

Those that trust me to help them steward their financial future have a long-term teammate that truly wants to see them succeed.  Someone to tell them the truth, bring objective insight, teach them well, and cheer them on to see them win.

I want you to look at the future with peace, excitement, and anticipation, knowing you’re doing all you can to prepare wisely and diligently for tomorrow whilst living today to the full.

I specialise in financial planning and am ready to help with all things pensions, retirement, investments and generosity.

Totally Financial Planning
e:
joel.stevens@2plan.com
t: 07948 687938
Warwickshire, CV23 8EL

www.joelstevens.2plan.com

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Gavin Southwell, Independent Financial Adviser

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Andrew Stinchcomb, Independent Financial Adviser