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About us

A family-run business, offering financial advice and planning with our clients’ best interests at heart.

Our aim for you – true financial peace of mind and clarity.

Why 'Stephen Eve'? The business was founded by us, Ben and Danielle, so we wanted to give it a personal touch to reflect the service offered. It's both of our middle names! 
Meet our team
Download our company brochure

Meet the team

01

Ben Slater

Chartered Financial Planner
Find out more about Ben
02

Danielle Slater

Marketing Manager
Find out more about Danielle
03

Rav Jackson

Paraplanner
Find out more about Rav
04

Mandy Robinson

Client Administrator
Find out more about Mandy
05

Sadie

Office Pup
Find out more about Sadie

Awards & Nominations

We’re proud to have been recognised by some reputable organisations for our contribution to financial planning and client service. Take a look at the awards we have won and been shortlisted for:

Generation Next Awards

2024 - Winner

Generation Next Start-Up Award

2024 - Finalist

Next Apprentice of the Year – Rav Jackson, our Paraplanner

Nottinghamshire Business Awards

2024 - Winner

Entrepreneur of the Year – Ben Slater

2024 - Finalist

Apprentice of the Year – Rav Jackson

East Midlands Business Masters

2022 - Finalist

Start-up category – Stephen Eve Financial Planning

2024 - Finalist

Professional Services – Regional category - Stephen Eve Financial Planning

UK StartUp Award

2024 - Winner

Professional Services Start Up of the Year in the Midlands

2024 - Finalist

National Professional Services Start Up of the Year

Wealth & Finance International - 2024

2024 - Winner

Best Independent Retirement Planning Firm 2024, Nottingham

Great British Entrepreneur Awards

2024 - Finalist

Family Business Entrepreneur of the Year

2024 Professional Adviser Awards

2024 - Finalist

Young Achiever of the Year – Ben Slater, our Chartered Financial Planner

Citywire New Model Adviser

2024 - Winner

New Model Adviser Top 100

Our partner network: 2Plan

2plan wealth management is one of the leading wealth management firms in the United Kingdom, providing the tools, resources and guidance to select Financial Advisers across the country. We are part of the 2Plan network, which gives us access to best-in-class products, software, plus regulatory and compliance frameworks. Basically, it helps us to help you safely and smoothly!
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