A team that puts you first
We are a small, dedicated team of financial professionals who believe that great advice starts with genuinely understanding the person in front of us.
People you can trust with your financial future
Every member of our team is committed to one thing — giving you clear, honest, personal financial advice that makes a real difference to your life. We take the time to listen, to understand your goals, and to build a relationship that lasts.
Steve
Financial Adviser
Steve founded Open Door Wealth with a simple belief — that everyone deserves access to clear, straightforward financial advice, regardless of their background or wealth. With years of experience across pensions, investments and estate planning, Steve takes the time to truly understand each client's situation before making any recommendations.
- Diploma in Financial Planning
- FCA Regulated Adviser
- Pensions & Retirement
- Investment Planning
- Estate Planning
Jack
Administrative Manager
Jack plays a key role in ensuring a smooth and efficient transition between Open Door Wealth and the New Leaf network. He manages the administrative and technical processes behind each application, helping client information move securely and accurately through the relevant systems and platforms. With a strong understanding of digital communication, platform integration and technical applications, Jack helps keep every case organised, progressing and connected from start to finish.
- Digital Communication
- Platform Integration
- Technical Applications
- Client and Platform Administration
James
Financial Adviser
James is dedicated to making financial advice accessible and straightforward. With a thorough, methodical approach, he helps clients navigate complex decisions around savings, pensions and investments — always ensuring they feel informed, supported and in control.
- Diploma in Financial Planning
- FCA Regulated Adviser
- Savings & Investments
- Retirement Planning
- Estate Planning
What guides everything we do
Honesty above all
We tell you what you need to hear, not just what you want to hear. Our advice is always in your best interest.
No jargon, ever
Financial planning can feel complicated. We make it simple, clear and easy to understand at every step.
Long-term relationships
We are not here for a one-off transaction. We want to be your trusted adviser for life's big financial moments.
Regulated and accountable
Our advice is delivered within a fully FCA-regulated framework, so you always have the protection you deserve.
Ready to meet us?
Book a no-obligation initial consultation and find out how we can help you.