An experienced Financial planner, Steve first qualified as a financial adviser back in 1997. He works as part of a team and advises individual clients in most areas of personal financial planning, specialising in pension and investment advice. There are 3 main types of clients he helps:
– Business owners, freelancers and contractors with families, looking at tax-efficient ways to both build wealth and provide financial security.
– Professionals who have accumulated several different pension pots and want an overall risk based, cost-effective strategy for managing these arrangements going forwards.
– People either approaching or at retirement, looking for clear guidance through an ever more complex area of financial planning.

Steve’s strengths include being honest, reliable, straight talking and able to explain potentially complicated issues in a clear way which his clients can understand. This has led to him building professional connections with several Accountants and Solicitors who regularly refer their clients to him.

Steve lives in Highgate with his partner Vicky and their Tibetan Terrier Rufus.

He has a keen interest in sport and regularly plays football and watches West Ham. He also enjoys going to music concerts, reading, films and adventure holidays.

Qualifications: Chartered Insurance Institute Diploma in Financial Planning (Dip PFS), Pension transfers (AF7), Investment & Risk (CF2), Investment principles, markets and environment (J06), Pensions and Retirement Planning (R04), Financial Protection (R05), Financial Planning Practice (R06) Financial Services, Regulations & Ethics (R01), Chartered Insurance Institute Certificate in Financial Planning (Cert PFS) and Financial Planning Certificate (FPC 1,2 & 3).

‘As you know I have had little faith in the pensions advice received over the years and, rightly or wrongly, left things as they are.
Since asking you for advice it is apparent that this was not the right thing to do and I will not have the retirement pot I might have had, as a result of both poor initial fund selection, high annual management costs and the lack of advice to correct the situation.
In contrast, I am completely reassured and delighted by the process we have been through to realign and consolidate my funds to maximise their current value and future returns relative to my appetite for investment risk. I know that you will keep an eye on the present selection so that I get the best possible returns as I approach my retirement.
On reflection, I wish I had taken the recommendation to seek your advice sooner and to make sure that I had obtained your advice on my investments each and every year.
I have no hesitation recommending you to someone who has put off looking for such advice. The sooner it is looked into, the sooner they can gain the immediate and the long term benefits of your advice and diligence. – Andrew Pegg

‘I’m writing to thank you for the excellent service you have given me since you become my IFA at the end of 2014. During that time you have moved my pensions and other investments to new providers where I am getting better returns and where the charges I pay are lower.
Not only that, but I now get ongoing advice about my investments, which is something I have never had from previous financial advisers. You’ve also done a great job of reviewing my existing life insurance and critical illness cover and helping me plug the gaps with new policies where required.
Finally, by introducing me to your colleague Brian, you’ve helped keep my private medical insurance at an acceptable level when my existing provider was looking to increase premium significantly.
Having dealt with many IFAs over the years, it is a refreshing change to work with someone who knows what he’s talking about and isn’t simply a commission-chasing salesman in a cheap suit.’ – David Miles

‘I would love this opportunity to give a glowing testimonial to Steve. Firstly, he has managed to save me and my wife a considerable amount of charges on our pension products. But mostly I want to thank him for his patience.
It is true that savings on charges for my pension products is not that high in my priority list, it’s a bit boring to think about and I never imagined that the savings would be that significant. I want to thanks Steve for cutting the balance of being tenacious without ever delivering a hard sell.
I will continue to work with Steve and would not hesitate to recommend him to anyone who needs to look at their financial position. Many thanks.’ – Heath Gardiner MD

‘ Dear Steve, As you know, I am someone who remains loyal to suppliers and advisors, so I initially resisted your requests to engage with me with regard to financial advice. However, faced with somewhat of a delicate and what seemed an unsolvable issue, I ran it past you and you thought you might have a solution. It took almost a year to complete as it involved a number of different people with different agendas, but your solution worked and we got there in the end. Throughout, you were supportive, helpful, straight talking, sensitive and knowledgeable. Subsequently, I have referred you to another one of our directors which is always a measure of satisfaction. I can say without hesitation that I would recommend you to anyone requiring financial advice. Thank you for your help.’  – Howard Graham

‘ Amazing service combined with depth of knowledge on so many fronts within the team. It helps sort out any potential problems before they happen – AND They are nice people , my main contact is Steve Weisner’ – John Brandler

‘Steve Weisner really makes time for his clients – and I have happily referred him work as he has looked after my friends. Would happily do so again.’ – Hasib Howlader

‘Over the years I have dealt with Steve Weisner in my capacity as an accountant and also personally. I have sought financial advice from him personally and for my family as well as for my clients and my firm over the last five years. During this period I have found Steve to extremely knowledgeable and reliable. His advice is practical and easy to understand. He is willing to help and is ready to assist at a drop of a hat. My clients have good things to say about Steve and that reflects very well on us. Steve tells us as it is and his advice is clear cut and therefore it gets very easy to make important financial decisions without any doubts. He explains his fee structure clearly and gets things done very quickly.
I always recommend Steve for any financial advice as he is on top of his game. Thank you Steve for being you and thank you for all the hard work you have done so far. You are a credit to your profession. – Ratan Lele

Telephone: 020 7382 0437

Email: sweisner@rad-new.com

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