At Steven Barton Financial Services, we understand that financial security is a top priority for individuals, families, and businesses alike. With over 50 years of combined experience in the financial services industry, our team of experts is dedicated to providing personalized and tailored financial advice to our clients.
Our story began in 1979 when our founder, Steve Barton, established the company with a vision to provide independent financial advice to the community. Today, we are proud to be a regional firm based in Rossendale, Lancashire, with a team of experienced advisors who are directly authorized by the Financial Conduct Authority.
Our Services
We offer a wide range of financial services designed to meet the unique needs of our clients. Our services include investment advice, savings plans, pension planning, retirement planning, life insurance, critical illness, and mortgages. Our team of experts will work closely with you to understand your financial goals and objectives, providing personalized advice and guidance every step of the way.
Our services are designed to help you manage your finances effectively, making the most of your money and securing your financial future. We believe in taking a holistic approach to financial planning, considering all aspects of your financial situation to provide a comprehensive and tailored solution.
Meet Our Team
Our team of experienced advisors is led by Steve Barton and Steven Lee Barton, who have a combined total of over 50 years' experience in the financial services industry. Our team is dedicated to providing a personal and tailored service to all our clients, whether private or corporate. We work on a fee basis, ensuring that our clients receive unbiased and independent financial advice.
Our Commitment to You
At Steven Barton Financial Services, we are committed to providing a high level of service and expertise to our clients. We understand that every client is unique, and we take the time to understand your individual needs and objectives. We strive to build long-term relationships with our clients, providing ongoing support and guidance to help you achieve your financial goals.
Your Protection
As a client of Steven Barton Financial Services, you have the protection of the Financial Ombudsman Service (FOS) and the Financial Services Compensation Scheme (FSCS). Our advisors are committed to providing you with the highest level of service, and we have a formal complaints procedure in place to ensure that any issues are resolved promptly and efficiently.
Overall Assessment
The reviews are overwhelmingly positive, with all reviewers giving 5-star ratings. The common thread throughout the reviews is the exceptional service, knowledge, and professionalism of the financial advisor, Steven Barton.
Key Strengths
- Expert Knowledge: Reviewers praised Steven's in-depth knowledge of the industry, with one reviewer stating that he has more knowledge than all the other advisors they've spoken to in 35 years.
- Problem-Solving: Steven finds solutions to problems, making him a reliable and trustworthy advisor.
- Friendly and Efficient Service: Reviewers appreciated the friendly, professional, and efficient service provided by Steven and his team.
- Impartial Advice: One reviewer highlighted the impartial advice given by the team, which is a crucial aspect of financial planning.
Client Satisfaction
All reviewers expressed satisfaction with the service, with many recommending Steven to others. The reviewers appreciated the concise and professional advice, which helped them make informed decisions about their pensions and financial futures.
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