About Us

At Steven Martin & Associates Limited we pride ourselves on looking after our clients, acting  with honesty and integrity and always putting the client’s needs first. All our staff are local and originally from the area so reputation is important to us.

We are based in Ulverston, a lovely market town in the South Lakes, we offer Independent Financial Advice across Furness, The South Lakes and Cumbria.

We believe that to build relationships with our clients is of the utmost importance. Once someone becomes a client of ours they very rarely leave us. This is because we offer advice that is clear and simple to understand and we never take unnecessary risks with client’s money.

Our typical client is a professional or semi-professional person however we also look after many others, they are maybe coming up to retirement or retired and between the ages of fifty and seventy five who has not had the best advice in the past, maybe contracts have been set up incorrectly or placed with a company that offers a poor service and performance.

Based on what the client requires we search and find the products that best suit them from highly regarded companies that offer the service we expect from them.

If this sounds like the kind of service you would prefer please contact us for a no obligation chat on 01229 585818