Steven Bates
AdvCeMAP, Equity Release (ERI), Certificate in Sustainable Business Strategy, Diploma in Leadership and Management, DipFA
Steven is a family man with three children with over 20 years’ experience in financial services and is passionate about helping people unlock their financial potential.
Having started and built several successful businesses in his career to date, Steven is an expert in helping you plan to become financially free helping clients utilise investment property, pension and ISA investments in harmony for maximum benefit and where appropriate.
The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.
The favourable tax treatment of ISAs may not be maintained in the future and is subject to changes in legislation.
About
Having been a client of St. James's Place since 2013 and living and breathing the same values Steven was inspired to join the Partnership and launch Zebra Wealth.
Based in Newcastle, Zebra Wealth has been created to give clients the tools and support they need to succeed financially. We are a highly skilled and compassionate team, focused on providing the best service to our clients.
We take our time to get to know you, your family and your financial aspirations and create a plan tailored to you and your financial objectives.
Prestigious industry status recognises the value I place on my development and gives clients the confidence that they are supported by one of the UK’s leading wealth professionals.
Promotions
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We have many years of experience in wealth management and we are dedicated to your financial well-being.
My team are dedicated to your financial well-being.Sunni Hayat
PSS
Advice and services
We offer an excellent wealth management service which will help you achieve your goals
More about St. James's Place
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 13/08/2024
The Partner Practice 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.
Zebra Wealth Management Ltd is registered in England and Wales, Number 13128210. Registered Office: 7-9 High Street East, Wallsend, Tyne & Wear, NE28 8PA.
