Complex, multi-faceted financial decisions are tough to tackle at the best of times.

You might be in the process of transitioning out of a leadership role in your family business, or you may have a friend or colleague who’s looking at taking the next step of their retirement and wondering how to get the most out of their assets.

Whether you’re an existing client of ours and you’re considering referring a friend or family member, or you’ve been referred to us by a one of our current clients, our Independent Opinion Service helps you navigate the complexities of managing your wealth.

Schedule a 15-minute phone call with us and we’ll be in touch to discuss your financial situation, where we’ll get to understand more about how we can add value to you and your family, and address any questions you might have.

new clients

If you’re an existing client of ours, and you think a friend or family member could benefit from the same independent advice and support we offer, click here to introduce us to them. An email will be sent to us from you, indicating that you would like to discuss this introduction with us.

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existing clients

Schedule a 15-minute phone call with us and we’ll be in touch to discuss your financial situation, where we’ll get to understand more about how we can add value to you and your family, and address any questions you might have.

If you’re an existing client of ours, and you think a friend or family member could benefit from the same independent advice and support we offer, click here to introduce us to them. An email will be sent to us from you, indicating that you would like to discuss this introduction with us.

new clients

If you’re an existing client of ours, and you think a friend or family member could benefit from the same independent advice and support we offer, click here to introduce us to them. An email will be sent to us from you, indicating that you would like to discuss this introduction with us.

existing clients

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podcast

Whether you have significant financial resources and question the meaning of success, or you’re wondering whether being that little bit wealthier will make you happier, this is the podcast for you. The It’s Never About Money site is also a hub for money related blogs and education.

visit the site

listen to the podcast on

Dr. Kevin Adams

Joe & James were able to provide me with the impetus to take the next step into retirement which could have been delayed without quality financial advice.

Self funded retiree

Paul Marsh - Principal

Stephan Independent Advisory took the time to understand our situation & tailor their advice & solutions to our specific needs which, being a business owner, can be quite complex. 

P2 Group - Business Owner