Steven Sylvester-Ajudua
Chartered Financial Planner APFS, EFA in Aylesbury
A little bit about Steven
I am a Chartered Financial Planner with over a decade of experience helping clients achieve financial security and freedom through tailored strategies. I am passionate about building long-term, trust-based relationships and empowering clients to take control of their financial futures. I specialise in investment strategies, wealth management, retirement planning, IHT planning, protection planning, and wealth management, with additional expertise in the dental and veterinary industries. I am known for consistently delivering clear, actionable advice in an ever-changing financial landscape.
Start the conversation
Get in touch if you’d like to discuss how I can help you with windfalls and lump sums.
Contact me today
An adviser’s insight
If it’s time for financial advice, I can help you
Coming into a sum of money can be exciting and overwhelming at the same time, especially if it’s sudden or unexpected. And while you’re trying to process all the emotions involved, you’ll probably have to make some important financial decisions as well.
Whether you’ve received an inheritance, a windfall, or a lump sum from work, having an adviser to help guide you and make a sensible plan can take away some of the stress and worry so you can focus on the benefits.
I can help you understand all the different options available to you, taking advantage of any allowances so your money works as tax-efficiently as possible.
I can also help you adjust your financial plans or make completely new ones by showing you how the choices you make today could impact your future.
Together, we can put your money to work in a way that helps you feel confident about the future.
Tax treatment varies according to individual circumstances and is subject to change.
Approver Quilter Financial Services Limited & Quilter Mortgage Planning Limited. May 2025.
Services
Holistic planning
Establishing and reviewing trusts, complete personal risk management planning, short- and long-term savings and investments.
Income Protection
Permanent health insurance to provide a regular income should you be unable to work due to illness or injury.
Investments
Wealth management advice to make your money work as hard as it can for you, including making the most of any tax breaks available.
Pensions
Expert advice to help provide comfort in your retirement.
Protection
Whole of life and term assurance protection, private medical arrangements, critical illness insurance.
Dental & Medical
Financial planning for dental and medical professionals, in-depth knowledge of NHS pensions and needs of hospital doctors, GPs, dentists and locums.
Business Services & Protection
Commercial mortgages/remortgages, workplace pension and employee benefits. Commercial mortgages are by referral only.
Qualifications
Advanced Diploma in Financial Planning
- The Level 6 Advanced Diploma in Financial Planning builds on existing skills and knowledge, enabling advisers to develop specialist planning capabilities and offer a sophisticated and comprehensive approach to financial management.
Chartered Financial Planner
- 'Chartered' is the most respected indicator of professionalism. Attaining Chartered status is challenging and takes commitment. Not only does the adviser complete the Advanced Diploma course, 5 years of industry experience is also required before the status can be awarded.
Location
Steven Sylvester-Ajudua's location
Steven is located in Aylesbury and offers expert financial advice to suit your needs.
I also offer services in the following areas:
I also offer services in the following areas:
- Home Counties
- London
- Oxfordshire
More about me
With over a decade of experience, I believe each client’s journey is unique. I’m committed to delivering tailored advice grounded in genuine care, expertise, and forward-thinking solutions. I’ve built a reputation for cutting through jargon, providing clarity, and offering peace of mind—all while keeping you focused on achieving your goals.
Specialisms
I specialise in working with:
- Veterinary and Dentistry Professionals: Partnering with businesses of all sizes, including major corporations, I have over 7 years of experience in understanding the unique financial needs of these industries.
- Business Owners: Helping with key areas such as business protection, retirement planning, maximising business earnings, and succession planning to safeguard and grow your business.
- Individuals and Families: Supporting those seeking peace of mind in their financial planning, with a particular focus on retirement and estate planning.
I understand the financial challenges and opportunities in these areas and work tirelessly to help my clients make informed, strategic decisions that support both personal and professional goals.
Whether you’re a healthcare professional, business owner, or family looking for reliable, long-term guidance, I approach each relationship with a focus on building lasting value. My services cover comprehensive financial planning, tax-efficient investment strategies, and support through life’s key milestones—so you can focus on what truly matters, while I take care of the details.
Outside of Advising
Outside of my advisory role, I’m committed to mentoring. I find great satisfaction in helping others—from secondary school students to young professionals in the financial industry—build confidence, resilience, and a foundation for future success. In my personal life, I enjoy staying active through football and fitness, spending quality time with my wife and Bengal cats, and unwinding with a good crime thriller. As a keen sports fan, I also keep up with a variety of sports.
Get in Touch
If you’re ready to take control of your financial future, let’s start a conversation. I offer an open, no-obligation discussion to explore how we can craft a financial plan tailored just for you. I look forward to being part of your journey towards achieving lasting peace of mind.
Succession Planning is not regulated by the Financial Conduct Authority.
The Financial Conduct Authority does not regulate some employee benefits, tax planning, inheritance tax planning, estate planning, succession planning, trusts or some buy-to-let mortgages.
The guidance and/or information contained within this website is subject to the UK regulatory regime and is therefore targeted at consumers based in the UK.
Registered Office: Quilter Financial Advisers, Senator House, 85 Queen Victoria Street, London, EC4V 4AB. Tel: 0207 562 5856. Registered in England and Wales. Registered number: 05693185. Lighthouse Financial Advice Limited, Senator House, 85 Queen Victoria Street, London, EC4V 4AB. Tel: 0207 562 5856. Registered in England and Wales. Registered number: 04795080.