Bonnie Stevens BA, MSc, DipPFS, Independent Financial Advisor at Truly Independent Ltd.

Bonnie has looked after my financial planning for some time. Her advice is sound, reasonable and objective. My assets, both pension and general investments, have grown because of her skill and I recommend her without hesitation. She is quick to respond to emails and provides regular annual reviews which are key to me keeping on top of my finances.
Apr 4th, 2022

I highly recommend Bonnie Stevens to advise and manage your finances. Unbeknownst to me, mine had been handled badly by previous IFA's. Bonnie calmly and clearly, in a language I understood, expertly considered what could be done to rectify and improve my financial situation. I am confident and secure in the knowledge that my personal finances are being well managed for the future by Bonnie.
Dec 30th, 2021

Bonnie is an exceptional financial advisor and one I would not hesitate to recommend. The initial consultation was thorough and covered all our incomes and expenditure. From this, Bonnie was able to advise and create a retirement investment plan based on our requirements and wishes. The drawdown pension we arrived at completely fulfils all our aspirations for a long retirement whilst taking into consideration the personal risk we agreed upon.
Sep 26th, 2021

I thought I was clever and, over the years, invested my pension lump sum and savings in ISAs. The return was disappointing and I thought the amount was not worthy of a financial adviser. I finally contacted Bonnie Stevens for advice and her questions made me think hard about what the money was being invested for. She transferred my ISAs for me to an account she suggested and so far has earnt me 4.5% interest in just 5 months. I would be very happy to recommend Bonnie to anyone requiring assistance with financial matters.
Jun 1st, 2021