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Stephen Conway

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My profile

“Clear financial advice without the jargon.”

My core objective as a financial adviser is to help my clients manage their wealth, in a simple and effective way. To achieve this, I work closely with all my clients to provide continued detailed financial planning advice and support.  

My main areas of advice revolve around the following: 

  • Equity release 
  • Financial planning 
  • Long-term care 
  • Pension options at retirement 
  • Pension planning for retirement 
  • Protection 
  • Saving & investments 
  • Business solutions 
  • Trust & estate planning 
  • Defined Benefit Transfers 

How I Work

I believe in a personalised approach to financial planning. Taking a genuine interest in my clients, I aim to understand their unique life journeys, allowing us to collaboratively create bespoke plans that fit their needs and circumstances. While I prefer face-to-face meetings initially, I am adaptable and happy to engage online when it suits my clients. 

How I Help You

I am fortunate to have a dedicated team supporting me, ensuring a timely and efficient service for my clients. Trust is paramount in any adviser-client relationship, and I take pride in the long-lasting connections I’ve built over the years. 

The Value I Add

My passion lies in simplifying financial services without unnecessary jargon. I enjoy presenting creative solutions and ‘thinking out of the box,’ giving my clients the freedom to focus on the things they enjoy in life, be it work, family, or an early retirement. 

Qualifications

I am a Chartered Financial Planner (APFS). 

About me

My journey into the financial industry was somewhat accidental, but my passion for helping people with their financial issues has kept me devoted to this profession. There’s nothing more satisfying than finding the best solutions for my clients. 

Outside of work, I’m an avid cyclist, having completed charity rides like John O’Groats to Lands End, and tackled many challenging Tour de France mountain stages. I also enjoy motorcycling and attending the TT races on the Isle of Man. Traveling and exploring new places are activities I cherish whenever time allows. 

Meet My Team

I work closely with a dedicated team that handles administrative tasks and addresses client queries. This collaboration allows me to spend more time advising clients, ensuring someone is always available to assist. 

The value of your investment can go down as well as up and you may not get back the full amount invested. Investments do not include the same security of capital which is afforded with a deposit account. 

The Financial Conduct Authority does not regulate taxation and trust advice. 

Your home or property may be repossessed if you do not keep up repayments on your mortgage. 

Home reversion plans and lifetime mortgages are complex products. A lifetime mortgage is a loan secured against your home. To understand the features and risks, ask for a personalised illustration. Equity release will reduce the value of your estate and may affect your entitlement to means tested benefits. 

Foster Denovo Limited is authorised and regulated by the Financial Conduct Authority. FCA Reg No. 462728. You can check this by visiting the Financial Services Register on the Financial Conduct Authority’s website: http://www.fca.org.uk/.