Business Details
Emergency
services
Your Trusted Financial Advisers in Leicestershire
Stepping Stones is an Independent Financial Services Intermediary dedicated to delivering unbiased financial advice. Established with a commitment to honesty, reliability, and integrity, we prioritise tailor-made, personal service for every client. Our team leverages state-of-the-art technology to address diverse financial needs, ensuring recommendations align precisely with individual circumstances. With access to the entire mortgage market and exclusive deals, we specialise in mortgages, protection, pensions, investments, tax planning, and estate planning.Regulated by the Financial Conduct Authority, we maintain transparency in costs and provide flexible payment options, including fee-based or commission-based services. Our clients benefit from decades of combined experience, evidenced by five-star reviews highlighting exceptional support during critical life events. We pride ourselves on offering impartial advice, 24/7 availability for protection services, and a client-centric approach that guarantees satisfaction.
Services
Mortgages
Protection
Pensions
Investments
Tax Planning
Estate Planning
Mortgage Protection
Critical Illness Cover
Income Protection
Health Insurance
Highlights and features
- We are authorised and regulated by the Financial Conduct Authority.
- Our team offers decades of combined experience in financial planning.
- We provide transparent fee structures and flexible payment options.
- We use advanced technology to ensure precise, cost-effective solutions.
- Our five-star reviews highlight exceptional client support and satisfaction.
Associations and certifications
- Financial Conduct Authority
What people say
Excellent customer experience
Prompt responses
Smooth process
Highly knowledgeable
Stress-free experience
Services
Mortgages
We offer impartial mortgage advice tailored to individual needs, including first-time buyer schemes, buy-to-let financing, and commercial mortgages. Our FCA-regulated team accesses exclusive deals across the UK market. With flexible payment options and transparent fees, we ensure clients secure competitive rates aligned with their financial circumstances.
Protection
Our protection services include life insurance, critical illness cover, and income protection, sourced from leading UK insurers. We match policies to client budgets and family needs, with advisers available seven days a week. Coverage ensures financial security for dependants, safeguarding against unforeseen events like illness or income loss.
Pensions
We provide comprehensive pension advice, including consolidating private pensions and optimising retirement savings. Our FCA-regulated solutions focus on long-term financial security, using tax-efficient strategies to maximise client assets. Regular reviews ensure plans adapt to changing personal or regulatory circumstances.
Investments
Our investment services cater to short- and long-term goals, from saving for education to purchasing property. We design diversified portfolios aligned with risk tolerance and financial objectives. Clients benefit from ongoing portfolio management and access to exclusive investment opportunities.
Tax Planning
We develop bespoke tax planning strategies to minimise liabilities while ensuring compliance with UK regulations. Services include inheritance tax mitigation and optimising tax-efficient savings vehicles. Our approach preserves wealth for future generations, integrating seamlessly with broader financial plans.
People
Mark Briggs
Financial Adviser & Director
Mark Briggs, a seasoned financial adviser and director, brings extensive expertise in mortgage and investment strategies. Committed to client-centric solutions, he ensures Stepping Stones maintains high standards of service and compliance.
Paul Hart
Financial Adviser & Director
Paul Hart, co-founder and director, specialises in first-time buyer mortgages and protection services. His proactive approach and industry knowledge have earned numerous client accolades, including praise for resolving complex property transactions.
Tamara Hart
Compliance & Director
Tamara Hart oversees compliance and operational integrity at Stepping Stones. With a focus on regulatory adherence, she ensures all services meet FCA standards while maintaining transparent client communication.
James Carr
Financial Adviser
James Carr provides expert financial advice, specialising in pensions and tax planning. Known for his clear communication, he helps clients navigate complex financial decisions with confidence and ease.
Ellie Aldwinckle
Mortgage & Protection Adviser
Ellie Aldwinckle offers tailored mortgage and protection solutions, praised for her responsiveness and ability to secure competitive deals. Her client-focused approach ensures smooth transactions and long-term financial security.
Questions
What financial services does Stepping Stones offer?
We provide mortgages, protection insurance, pensions, investments, tax planning, and estate planning services, all tailored to individual needs.
Are Stepping Stones' advisers qualified?
Yes, our team includes FCA-authorised advisers with decades of combined experience in financial planning and mortgage brokering.
How are Stepping Stones' fees structured?
Fees are either client-paid or commission-based, agreed upon in writing before service commencement, with no hidden charges.
Can I get mortgage advice if I'm a first-time buyer?
Yes, we specialise in first-time buyer mortgages, including Help to Buy schemes, with dedicated advisers to guide you through the process.
Is Stepping Stones regulated by the FCA?
Yes, both Stepping Stones Financial Planning LLP and Solutions Ltd are authorised and regulated by the Financial Conduct Authority.
