Steve Bates has worked in financial services for 23 years, starting his career with National Westminster Bank. After spending 7 years in the retail arm of the bank he transferred into the financial planning division as an adviser - becoming a senior planning manager, just 6 years later, at the age of 30. Steve then left Nat West to set up his own Company in order to provide a more independent and professional service to his clients. Married with two children, Steve actively pursues interests in politics and is currently studying for his Diploma in Financial Planning. To contact Steve Bates, please click here or telephone (01268) 697408.

John Stewart has worked in financial services all of his working life of over 30 years - the last 13 as an IFA. He advises on all areas of financial services and is often quoted in the national press (Daily Mirror, Telegraph, Guardian) & trade press by journalists seeking friendly & informed comments. John won the Daily Mirror’s IFA of the year award in 2001 & is a member of their Independent Advice Bureau that gives advice to their readers. Separated with 3 children aged 17, 20 & 23, John still plays veterans football, and is an avid member of the TVR Owners Club. To contact John Stewart, please click here or telephone (01268) 243630.

With over 26 years experience in financial services, Steven Youngs develops great empathy in dealing with clients & their expectations, and has personal experience of many of the planning issues that clients face. Having in the past managed various teams of experienced City based financial planners, Steven took the decision several years ago to focus his attention on dealing with clients on a more individual basis. He has a keen interest in the pensions arena, and continues to this day to build on his qualifications. Media experience includes both writing for The Daily Telegraph & appearances on TV with The Money Channel. To contact Steven Youngs, please click here or telephone (01268) 475312.

Steve, John and Steven are ably supported by Susan Ford who is based at the Basildon Office.  Susan has many years experience as a Personal Assistant and has been with the company since 2005. To contact Susan, please click here  telephone (01268) 243630.