Business Details
Your Trusted Financial Advisers in Scunthorpe
Jenkins specialise in personal financial planning, offering tailored guidance to meet individual needs. With 35 years of experience as an Independent Financial Adviser, Steven Jenkins provides personalised support rooted in deep industry expertise. Our services encompass pensions, savings, investments, and protection, simplifying complex financial decisions. We prioritise client goals, delivering impartial advice regulated by the Financial Conduct Authority. Our commitment to one-to-one service ensures clients receive clear, actionable strategies for long-term financial security.We focus on building trust through transparency, ensuring all recommendations align with clients' unique circumstances. By combining market knowledge with dedicated support, we help clients navigate financial challenges confidently. Our approach emphasises ongoing relationships, adapting to clients' evolving needs throughout their lives. We aim to demystify financial planning, making it accessible and straightforward for all clients. Through rigorous analysis and personalised solutions, we strive to deliver consistent, reliable outcomes.
Services
Pensions
Protection
Savings
Investments
Highlights and features
- We offer 35 years of experience in independent financial advice
- Our team provides personalised support tailored to individual goals
- We deliver market-wide recommendations regulated by the Financial Conduct Authority
- Our services include comprehensive pension simplification and investment strategies
- We prioritise transparent communication and ongoing client education
Associations and certifications
- Financial Conduct Authority (FCA)
- Financial Ombudsman Service (FOS)
- Financial Services Compensation Scheme (FSCS)
Services
Pensions
We simplify pension planning by explaining taxation rules and investment options. Our expertise covers workplace pensions, personal pensions, and retirement income strategies. With complex regulations made clear, clients receive tailored advice to build secure financial futures through optimised pension contributions and withdrawals.
Protection
Our insurance services safeguard families, incomes, and properties against unforeseen circumstances. We recommend life assurance, income protection, and critical illness cover tailored to individual circumstances. By assessing personal needs and budgets, we help clients establish financial security through appropriate protection policies regulated by industry standards.
Savings
We guide clients in establishing stable savings strategies for short-term goals and emergency funds. Our advice balances accessibility with competitive returns, helping clients build financial resilience. Through regular reviews, we ensure savings plans remain aligned with changing personal circumstances and market conditions.
Investments
We provide strategic investment advice for long-term capital growth, explaining risk profiles and market options. Our services cover ISAs, equity investments, and diversified portfolios tailored to risk tolerance. With ongoing monitoring, we help clients navigate market fluctuations while maintaining focus on achieving financial objectives through informed investment decisions.
People
Steven Jenkins
Principal
With 35 years as an Independent Financial Adviser, Steven Jenkins specialises in personalised financial planning. His expertise covers pensions, investments, and protection, delivering tailored solutions regulated by the Financial Conduct Authority. He prioritises client education and transparent advice.
Questions
What financial services do you specialise in?
We specialise in pensions, savings, investments, and protection planning. Our services include retirement income strategies, risk assessment, and tailored financial product recommendations regulated by the Financial Conduct Authority.
How do you tailor financial advice to individual needs?
We conduct comprehensive assessments of personal circumstances, goals, and risk tolerance. Using this information, we create customised financial plans with ongoing reviews to ensure strategies remain aligned with evolving client requirements.
What is your investment minimum?
We typically work with clients seeking to invest £50,000 or more, ensuring sufficient resources to implement diversified investment strategies that align with individual risk profiles and financial objectives.
Are your services regulated?
Yes, our financial advice services are regulated by the Financial Conduct Authority. Clients also benefit from protection through the Financial Ombudsman Service and Financial Services Compensation Scheme.
