Our Services

At Steven Martin and Associates Independent Financial Advisers we offer a broad range of services – click on any link below for more information:

Investments

Retirement Planning

Protection

Mortgages

Commercial Insurance

Inheritance Tax Planning

Care Home Fees

Tax Avoidance

Accountancy

Legal Services

If you live in Ulverston, Furness, South Lakes & Cumbria and would like to discuss any of the above options, call us on 01229 585818 for a no obligation chat with one of our independent financial advisers.

We will act honestly, fairly and professionally. This is known as conducting business in ‘Client’s best interest’ regulations. It is our policy to transact business so that it is suitable for your circumstances.

We have a legal and regulatory obligation to take all appropriate steps to identify and to prevent or manage conflicts of interest from arising.

In the event of any of our business interests or activities creating a potential conflict of interest we will ensure that we take all appropriate steps to manage the potential conflict by maintaining robust systems, controls and staff training. In the unlikely event that we are unable to prevent the potential conflict, we will fully disclose to you, the general nature and/or sources of conflicts of interest and the steps taken to mitigate those risks.