Local Expertise, Personalised Approach
Skills & Expertise
Our independence gives us access to the entire financial market, allowing us to select products and providers based solely on what’s best for you—never on commissions or external incentives. You can trust that our advice is transparent, fair, and exclusively driven by your best interests.
Our Advisers
All our advisers offer free no obligation initial chats so you can see if they are a good fit for you. Financial advice is very personal so it's important you find an adviser you feel you can have open and honest conversations with. So feel free to give any or all or us a call.
Kevin
Stephenson
Do you have funds you need investment advice on or perhaps help and advice on Pensions and retirement?
Curious about equity release, mortgages, or care planning? Get in touch for a free, friendly chat. No pressure, no obligation—just a chance to see if my advice is right for you and your financial goals.
Michael
Cooper
Thinking about your mortgage, planning for retirement, or wondering how to protect your family's future? I’m here to help make sense of your options with clear, straightforward advice.
Let’s have a free, chat—no pressure, no obligation. Just a chance to find out if I’m the right adviser to support your financial journey.
Ash
Pankhania
Planning ahead for school fees, thinking about leaving a legacy, or simply looking to get your finances in order? I offer specialist guidance in these areas and more.
Get in touch for a relaxed, no-obligation conversation. It’s a great way to see if my experience and approach are a good fit for your financial goals.
Our Administrators
Our admin team plays a vital role in delivering the high standard of service we pride ourselves on—making sure everything runs smoothly and keeping you informed every step of the way.
Denise
Stephenson
I've been running Kevin’s office for over 20 years. I’m always happy to help.
sharon
cooper
I look after Michael's administration and I am always here and happy to help.
Our history
Watermead Financial Limited was founded in 2001 by a team of experienced independent financial advisers who shared a simple vision—offering clear, unbiased financial advice tailored to real people’s needs. Over the years, we’ve grown through referrals and long-standing client relationships, becoming a trusted name in Thurston and the surrounding areas. With decades of combined experience, our advisers continue to provide expert guidance across pensions, investments, mortgages, and estate planning.
As an independent firm, we’re proud to offer whole-of-market advice, always focused on what’s best for you. Our approach is professional yet personal—ensuring you receive clear, jargon-free advice that helps you make confident financial decisions.