Steven Guthrie
Fellow of the Chartered Insurance Institute
From an early age, I was inspired by my own family, seeing them build and manage the family business in the construction sector and seeing first hand their unwavering commitment to quality and service.
I founded Guthrie Wealth Consultancy, to mirror those lessons, transforming my financial expertise into a nurturing approach that prioritises client needs. Understanding the nuances of financial markets or investment strategies can often feel like navigating a labyrinth. Therefore, my mission becomes to simplify these complexities, making the path clearer for those seeking financial advice.
For over 15 years, I have immersed myself in financial services, equipping myself with a robust repertoire of knowledge & experience. I am proud to have achieved Fellow of the prestigious Chartered Financial Planners designated Chartered Institute Insurance (CII). This is the industry’s gold standard for firms of financial planners. It confirms that I have satisfied the rigorous qualification criteria to hold membership conditions to CII status, which are the highest level.
This not only empowers me to provide tailored financial solutions but also enhances my ability to communicate effectively with my clients, forging bonds of trust that are essential in any relationship.
About
What brings me fulfilment in my work is the moment a client realises they have strengthened their long-term financial footing with our collaborative efforts. For me, it is more than just numbers; it’s a partnership anchored in mutual goals and aspirations. Over the years, I have honed skills that allow me to listen, understand, and respond adequately, ensuring that every interaction is meaningful, and every consultation leaves a positive imprint on a client’s journey toward financial wellness. My clients know that I am grounded, approachable and friendly yet always professional and providing the best possible advice.
As I steer my business forward, I remain steadfast in my promise: to provide not just sound financial advice, but an exceptional client experience rooted in understanding, empathy, and results. Together, we can navigate your financial future with clarity and confidence, turning ambition into reality while nurturing the vital relationship that makes such success possible. I feel humbled and proud that private clients and business owners choose and recommend me to help them, and their family realise and achieve their financial goals.
Testimonials
Accreditations
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.
Click on the accreditations for more information
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.
