Lamar Stevens

Background

About Lamar Stevens

I believe that everyone should have a personalised financial plan aiming to achieve their goals, withstand the test of time and provide peace of mind. My mission is to build a partnership with my clients to provide tailored solutions to give them the confidence to navigate the fluctuating financial landscape, cutting out all of the jargon making it as simple as possible.As an appointed representative of St James’s Place, I specialise in creating bespoke financial strategies to help individuals, families and businesses plan for and achieve their goals. Every client’s situation is different, I support in all areas of financial advice including:* Cash flow modelling* Tax-efficient retirement planning* Protection strategies* Wealth building & preservation* Aspects of exit planning for business owners I value building meaningful relationships with:* Business owners* Accountants* Individuals and families* Solicitors & Barristers * Recruiters* Property professionalsAfter roles in investment advisory and client relations I have discovered that my passion lies with working with clients. I completed the St. James's Place Financial Advice Academy, a rigorous program that helped hone the skills I picked up earlier in my career and expanded my knowledge to thoroughly prepare me for the pivot into financial advice.If you're looking for a trusted financial adviser, let’s start the conversation. Please feel free to contact me at: lamar.stevens@sjpp.co.uk or book some time into my diary via the calendly link in my profile, or here: https://calendly.com/lamar-stevens-sjpp/30minsThe value of your investment can go down as well as up. You could get back less than you invested.Enver Wealth Management Ltd 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).SJP Approved 05/03/2025