Segner Ltd – About Us
We are a firm of Independent Financial Advisers that specialise in providing our clients with Pensions, Investment and Protection advice. This includes such specialisms as occupational pension schemes and arranging income drawdown for clients.
Our focus is your security, future and goals. When you work with us, we will spend time getting to know you and seek to understand what your needs are.
Stephen Blayney ACII DipPFS
Stephen has been in the financial services industry since 1978, having initially worked for Sun Alliance & London Insurance Group in London. This was followed by a 21 year career in Standard Life. Since 2005 he has been offering the benefits of his experience to clients needing pension, investment and protection advice, with referrals coming from existing clients, accountants, solicitors and the Federation of Small Businesses.
Apart from his extensive experience, Stephen is a Chartered Insurer and a fully qualified Financial Adviser, holding specialist qualifications in Pensions (G60) and Trusts & Taxation (G10).
How we work
When establishing contact with clients, the initial meeting that is held is at our expense.
During this initial meeting we will look to see how we can help you, explain the process and outline the costs that may be incurred.
Our aim is to provide our clients with clear financial direction. To achieve this aim we will work with you to gain a full understanding of your financial position, needs, wants and aspirations to enable us to identify your short, medium and long term objectives.
This enables us to provide suitable solutions for you now, and to adjust your plans as your life changes.
Trusts and Tax planning advice are not regulated by the Financial Conduct Authority.