Steven Walsh

I’m an Independent Financial Adviser based in Epsom, covering Surrey and Greater London areas. I’ve spent my entire career in financial services. Over that time, I’ve learned that good advice isn’t just about products or markets — it’s about people, their goals, and the life they want to build.

Whether I’m supporting someone with personal planning or guiding a business owner through complex financial choices, my focus is always the same: understand what matters most and create a plan that genuinely supports it.
I offer whole of market, fully independent advice across pensions, investments, protection, and long term planning. For individuals and families, I help simplify options, structure goals, and turn uncertainty into clarity — without jargon or pressure.
I also work closely with business owners, helping them balance the demands of running a business with their personal ambitions. This includes profit extraction, pension planning, protection strategies, long term growth, and future exit planning. My aim is to ensure both sides of their financial life — business and personal — work together smoothly and effectively.

Nothing gives me greater satisfaction than knowing that my advice has helped my clients achieve their dreams and goals. That sense of progress and partnership is what motivates me every day.
My approach is simple: listen first, understand fully, and build a plan you can trust. I’m committed to delivering transparent, tailored advice that’s firmly in my clients’ best interests.