A wealth of financial services knowledge
Both directors have a history of senior roles at some of the biggest names in the industry
Founded in 2003, Wells Financial aims to deliver practical, jargon-free financial advice and friendly and professional service to private clients. Our team of experienced advisors takes pride in offering personalised solutions tailored to meet individual financial goals. With a client-centric approach, we cover many services, from mortgage broking to financial advice. Our passion for this mission remains as strong today as it was at our inception. Contact us to discover how we can assist you in achieving financial peace of mind and securing your future.
Director and Co-founder
Adam has built up a wealth of financial services knowledge and experience after working for several large financial service companies including Investment Advisor and Senior Manager at Fidelity Investments, Director of Private Clients at Scottish Widows and Customer Service Director at American Express before co-launching Wells Financial in 2003.
Adam has a BSc (hons) in Mathematics and Statistics, a Diploma in Financial Planning, and a Certificate in Mortgage Advice & Practice. He has been providing mortgage advice in Tunbridge Wells for over 20 years.
My husband and I have had the pleasure to work with Adam Steger and his team who advised us and helped us obtain our first-time buyers’ mortgage. From day 1 we felt we were in the best hands, Adam has been so efficient, kind, patient in explaining with extreme detail every step of the process always having our best interest and our circumstances in mind. He is a top-level expert in his field, and we would recommend his services.
Director and Co-founder
Steve has over 30 years’ experience in Financial Planning across a range of insurance companies including Reliance Mutual Insurance Society, Pearl Assurance and MGM Assurance. His roles included Head of Sales Training, Strategic Consultant, Training & Competence Officer, Financial Adviser and Head of Customer Services positions. Steve Co-launched Wells Financial in 2003.
Steve gained a BSc (hons) degree from the University of Manchester and an MBA through the Open University. He holds NVQ Assessor & Internal Verifier awards, a Certificate in Mortgage Advice and Practice and a Diploma in Financial Planning.
We booked an appointment and went to see Steve and thank goodness we did! My partner and I went in feeling unsure and amateurish and left feeling confident and delighted! Steve dealt with absolutely everything for us. He was on hand whenever we needed him, and he made us feel like he had all the time in the world to deal with us. Working with Steve, all the stress and worry of mortgages and insurance vanish with everything clearly explained to us in laymen speak! He remembers who we are when we ring and remembers little details about our lives which I think is indicative of the wonderful, personal service you receive at Wells Financial and is why I fall over myself to recommend them to my friends.
We would be happy to help with any services you may require. From mortgages to financial services, our team has the experience to deliver. Please call us on 01892 517171 to discuss your needs or complete the form below and we will be in contact shortly.