professionals with personality…
We want to understand what matters to you when it comes to your money and what emotions are driving your decisions. That’s the important stuff and it means we can find the right recommendations for you – and what better way to get down to the nitty-gritty, than with a cuppa and a good chat?
We’re passionate about what we do and we pride ourselves on our straightforward approach to financial advice. We can break down complex solutions, so there’s no jargon or confusion, just clear advice. After all, your financial plans shouldn’t be puzzling, they should be engaging, exciting and exactly what you want.
Get to know…
Steadman Hawkes
Your financial decisions come from the heart and we’ll put that kind of care and attention into the advice and support we give you.
We want financial advice to be about the things that matter to you – after all, it’s your money. Whether you’re after a mortgage that works for you, investing in your future plans, or looking after the people around you – we’ve got your back.
Get to know the team below and find out more about who you’ll be working with.
James Payton
DipPFS
I’ve always been focussed on supporting clients in their aspirations with money and life. I love working together with openness and clarity in a way that allows us to challenge perceptions and get the most suitable outcomes for you.
I have a deep-rooted belief that getting the most from your life is just as important as getting the most from your money, and it’s the cornerstone of our business. I also believe that advice should be easy to understand and that every recommendation should align seamlessly with your plans for the future. I’ll think outside the box to find ideas that breathe life into your finances, empowering your financial well-being and growth.
Away from the office, I enjoy spending a bit of time running, although it’s hard to tell, because I also enjoy a beer – it’s just too tempting when you live 5 minutes from Hobsons Brewery and have family with a pub in Cornwall!
Katie Dorrell
Cert CII (MP)
With years of administrative experience in financial services, I’ve taken my qualifications to become a dedicated Mortgage & Protection Adviser at Steadman Hawkes, receiving the Most Meritorious Achievement Award from the Birmingham Insurance Institute.
My background has given me a profound understanding of the industry and my expertise offer a skillset that focuses on client outcomes and exceptional client support. My positive and friendly attitude helps me to build strong relationships, which is at the heart of our business.
As a proactive problem-solver, I excel in finding the most suitable solutions for our clients and have a passion for simplifying the financial journey. I’m committed to offering you mortgage and insurance advice with a personalised touch and the determination to make your finances matter.
Outside of work, I’m happiest spending time with my family and friends, as I believe it’s important to get the most out of life with the people who matter. If my life was a place on what3words, you’d find me at holidays, music, maccies!
Here at Steadman Hawkes we are passionate & personal in our approach. We want to shake up the stuffy idea of financial advice and make it something worth engaging with.
We love meeting people, so our preference is to meet face-to-face, either at our office, at home, or wherever is convenient for you. Typically, we cover the West Midlands, but primarily the Worcestershire, Herefordshire and Shropshire counties.
But that doesn’t have to stop us if you’re further afield, we’re happy to travel to give you the best service we can. And, what’s more, we have the technology to support you via video-call or over the telephone if you prefer.
In line with our values, we’ve made our meeting room relaxed and comfortable to put you at ease and help the conversation to flow. Take a look below to see what we’ve done with the place.
mortgage solutions
make your mortgage mean more
insurance solutions
prepare for the future, live for today
pensions & investments
sensible saving for your future plans
equity release
the potential in your property
Your home may be repossessed if you do not keep up repayments on your mortgage. Some Buy-to-let mortgages are not regulated by the Financial Conduct Authority. Equity Release/ Lifetime Mortgages/ Home Reversion will reduce the value of your estate and can affect your eligibility for means tested benefits.
The value of pensions and investments, and the income they produce, can fall as well as rise. You may get back less than you invested.
Services that are not regulated by the Financial Conduct Authority include: Will Writing, Trusts, Taxation Advice, Estate Planning, Inheritance Tax Planning, Powers Of Attorney, Holiday Let Mortgages, Some Buy To Let Mortgages, Houses in Multiple Occupation, Bridging Finance, Offshore Mortgages, Commercial Mortgages, Legal Services, Conveyancing, Employee Benefits, and Auto-Enrolment.