Founded on October 15 2015 by financial adviser Mark Stevens, the firm has grown into a trusted name in the community and beyond, supporting families, individuals, and business owners with advice at every stage of life.
Over the past decade, Stevens Wealth Management has been a partner of St James’s Place, the UK’s largest wealth manager, and now cares for more than £43 million in client funds. But for the Stevens family, success has never just been about the numbers.
“Our mission from day one was simple,” said Mark. “To change people’s lives for the better through financial planning. That’s what still drives us today.”
The business, in Museum Walk, Skipton, is truly a family affair. Mark’s youngest daughter, who joined the firm five years ago and now serves as operations director, is preparing to take the reins in the future when her father retires. His wife serves as company secretary, while his other daughter worked in the business as a financial administrator during its earlier years. All their staff over the years are also considered an extended part of the family.
From helping business owners to plan for sale and exit, individuals planning for retirement, or guiding parents and grandparents through inheritance tax and estate planning. The Stevens family say their greatest pride lies in being there for clients throughout life’s milestones and helping people plan for their family’s financial futures.
As they celebrate a decade in business, the Stevens family want to thank their clients for their trust and loyalty, and their staff and advisers past and present for their dedication.
“We wouldn’t be here without the people who believed in us,” said Mark. “This celebration is about them just as much as it is about us.”