“With Steven’s help I now
have confidence in my financial
goals and the financial security
of my family”
“Steven explained why I was paying a stealth tax of 60% on £25,000
of my income. He showed how, by saving £750.00 each month
in my pension, I would pay the normal tax rate – and my net income stayed the same. Managing money to make the best of what
we earn can be confusing. Steven gets your interest and makes what seems complicated incredibly simple. I have been a client
of Steve’s for 4 years.”
Approval for this testimonial given on 23/1/2025
“Steven is a financial professional.
I am eternally grateful to him
for his sensitivity and kindness
when I lost my dear wife”
M J Hammond, Retired Director
“Working closely with my accountant and solicitor he explained
complicated issues in a straightforward way. He took the time to guide me
and deal with the inevitable practicalities at a vulnerable and stressful
time for me and my family. During the eighteen years I have been a client,
Steven and Operii have demonstrated good sense, integrity and
perspective. He has earned my gratitude for his time and care over the
years and my respect for his skills, experience and hard work.”
Approval for this testimonial given on 20/10/2022
“Steven and Operii are premier
league. Here’s why…”
John Boyce, Director Design
Scaffolding (Bristol) Ltd
I first heard about Steven 19 years ago. He’s a straight talker,
challenges your thinking, values your time and gets your attention.
He understands business and explained how to save corporation
tax by investing company profits in a pension.
I was 35 when we met and I like goals. Instead of talking
about putting money into a pension for 30 years
he said “do this for the next 5 years, let investment
growth do the rest and you get what you want.”
And that’s exactly what happened. I can control my business.
Investing baffled me. Thanks to Steven, I now know what I am doing
and understand it. I tell Steven and anyone who asks,
meeting Steven and following his advice turned out to be one
of the best business decisions I ever made. Being in business,
I’m cost driven. In Steven’s case I’m results driven and it’s fantastic
value for money. I believe in working with outstanding people.
Steven fits the bill perfectly.
Approval for this testimonial given on 23/1/2025
“We value the efficient process
and mechanics of his advice
providing significant cost
efficiency and successful results”
A Smith, Financial Director
1851 Royal Commission London
It’s easy to misunderstand and underrate the value of a good
and experienced financial professional, especially for most of us not
giving the necessary attention to managing our own financial affairs,
which all too often take second place to work and family priorities.
Steven has been an important part of our family for over 21 years.
Approval for this testimonial given on 23/1/2025
“With Steven’s help I now have confidence in my financial goals and the financial security of my family”
“Steven explained why I was paying a stealth tax of 60% on £25,000 of my income. He showed how, by saving £750.00 each month in my pension, I would pay the normal tax rate – and my net income stayed the same. Managing money to make the best of what we earn can be confusing. Steven gets your interest and makes what seems complicated incredibly simple. I have been a client of Steve’s for 4 years.”
Approval for this testimonial given on 23/1/2025
“Steven is a financial professional. I am eternally grateful to him for his sensitivity and kindness when I lost my dear wife”
M J Hammond, Retired Director
“Working closely with my accountant and solicitor he explained complicated issues in a straightforward way. He took the time to guide me and deal with the inevitable practicalities at a vulnerable and stressful time for me and my family. During the eighteen years I have been a client, Steven and Operii have demonstrated good sense, integrity and perspective. He has earned my gratitude for his time and care over the years and my respect for his skills, experience and hard work.”
Approval for this testimonial given on 20/10/2022
“Steven and Operii are premier league. Here’s why…”
John Boyce, Director Design Scaffolding (Bristol) Ltd
I first heard about Steven 19 years ago. He’s a straight talker, challenges your thinking, values your time and gets your attention. He understands business and explained how to save corporation tax by investing company profits in a pension. I was 35 when we met and I like goals. Instead of talking about putting money into a pension for 30 years he said “do this for the next 5 years, let investment growth do the rest and you get what you want.” And that’s exactly what happened. I can control my business. Investing baffled me. Thanks to Steven, I now know what I am doing and understand it. I tell Steven and anyone who asks, meeting Steven and following his advice turned out to be one of the best business decisions I ever made. Being in business, I’m cost driven. In Steven’s case I’m results driven and it’s fantastic value for money. I believe in working with outstanding people. Steven fits the bill perfectly.
Approval for this testimonial given on 23/1/2025
“We value the efficient process and mechanics of his advice providing significant cost efficiency and successful results”
A Smith, Financial Director 1851 Royal Commission London
It’s easy to misunderstand and underrate the value of a good and experienced financial professional, especially for most of us not giving the necessary attention to managing our own financial affairs, which all too often take second place to work and family priorities. Steven has been an important part of our family for over 21 years.
Approval for this testimonial given on 23/1/2025
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