Expert Financial Guidance for a Secure Future
Steven Barton Financial Services (SBFS) is a trusted financial planning firm established in 1979 and based in Rossendale, Lancashire. With over 50 years of combined experience, our team of qualified financial advisors are dedicated to helping individuals and businesses achieve financial security and plan for their future.
Our Mission
Our mission is to empower our clients to make informed financial decisions by providing tailored guidance and personalized solutions. We believe in building strong relationships with our clients, working collaboratively to create and implement strategies that align with their unique needs and aspirations.
Money Management
- Develop and implement budgeting and savings plans
- Track and monitor your investments and expenses
- Help you consolidate debt and reduce borrowing costs
- Guide you through financial planning and goal setting
Financial Planning
- Retirement planning and pension advice
- Investment planning and portfolio construction
- Savings and tax planning
- Inheritance and estate planning
Insurance and Protection
- Comprehensive review of your insurance coverage
- Advice on life insurance, critical illness cover, and private health insurance
- Guidance on business continuity planning and risk management
Mortgage Solutions
- Mortgage advice for purchasing, remortgaging, or remortgaging your home
- Bespoke mortgage planning tailored to your individual circumstances
- Support with affordability assessments and mortgage applications
Our Team
Steve Barton and Steven Lee Barton, partners at SBFS, have a wealth of experience in the financial services industry. They are passionate about helping clients achieve financial success and are dedicated to providing personalized and attentive service.
Our Approach
We believe in transparency and open communication. We take the time to understand your unique needs and goals, and we explain financial concepts and options in clear and concise language. We work on a fee-for-service basis, ensuring our interests are aligned with yours.
Overwhelmingly Positive Reviews
It is clear that all the reviewers had an exceptional experience with Steven Barton, with each and every one of them awarding him a perfect 5-star rating. The comments are all overwhelmingly positive, with reviewers praising Steven's professionalism, expertise, and excellent service.
Financial Expertise
Several reviewers highlighted Steven's exceptional knowledge of the financial industry, with one commentator stating that his understanding was "second to none". Another reviewer praised his ability to find solutions to problems, while another said he provided "excellent service" and "impartial advice".
Personal Service
The reviewers were unanimous in their praise for Steven's friendly and professional manner. Several mentioned that he was efficient and helpful, while one reviewer noted that he was "extremely friendly".
Consistency
One reviewer mentioned that they had spoken with the team on multiple occasions, but Steven's standards remained consistently high.
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