Meet our advisers

Stephen James Gilbert

Steve Gilbert Website Image

Stephen James Gilbert DipFA

Independent Financial Adviser

About me

Having spent 16 years in the Financial Services, I am a firm believer in always putting your client first. It sounds obvious but it’s frightening how often you see otherwise.

I provide clients with an honest evaluation of your situation and an unbiased recommendation on all your options. I then work closely with you through annual reviews, taking account of economic changes and changes in your personal circumstances to ensure your finances are working most effectively.


West Midlands