Name mark

Steffan Hughes

DipPFS
I passionately believe that the best wealth management service is provided by working face to face to forge long-lasting relationships, focused on individual needs. I create bespoke plans aiming to deliver your goals and aspirations, which, with regular reviews, will adapt over time as your circumstances change. It is about providing clarity, by taking the complex and making it easy to understand the what, why and how of these personal recommendations.

About

I have always had a passion and strong interest in the financial world, having invested my personal assets for over 20 years.

Having previously worked at Director level in the IT Recruitment sector, I fully understand the importance of developing effective relationships and the need for financial planning from a business perspective. It is this passion, coupled with a desire to help others ensure that they too make the most of their wealth, which led to the launch of my own Wealth Management business. Becoming a representative of St. James's Place, such a prestigious and successful organisation, made perfect sense.

Outside of work, I live in the beautiful spa town of Cheltenham in the Cotswolds, with my wife Rachel and two young boys. When I do get any spare time, I enjoy playing tennis and golf, and whilst my rugby days are well behind me, I'm still a keen supporter.

Promotions

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Advice and services

We offer an excellent wealth management service which will help you achieve your goals

Testimonials

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Steffan is one of the most trustworthy and professional people I know. He took the time to understand my personal situation, my goals and translated them into a detailed financial plan. It was a real eye opener when he presented his solutions back specifically around my tax planning and retiremen...

Kieron Hinchliffe| Client Director, Leeds
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St. James's Place Guarantee

St. James's Place guarantees the suitability of the advice given by members of the St. James's Place Partnership when recommending any of the wealth management products and services available from companies in the group, more details of which are set out on the Group's website.

SJP Approved 20/02/2025

The Partner is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the group's wealth management products and services, more details of which are set out on the group's website www.sjp.co.uk/products. The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives.