About Us

Independent Advice. Personalised Wealth. Built Around You.

At Livian Wealth, we help individuals and business owners make smarter financial decisions with clarity, confidence, and long-term purpose.

Trusted Advice

Livian Wealth is an independent wealth management firm based in Brentwood, Essex and London, dedicated to delivering tailored financial advice that puts your goals first.

We believe wealth management should feel personal, transparent, and empowering. Whether you are building wealth, protecting it, or planning for the future, our role is to simplify complexity and guide you with clear, strategic advice at every stage of your journey.

As an independent firm, we are not tied to any provider or product, meaning our advice is based entirely on what is right for you. We have access to the whole of the market, allowing us to research and recommend solutions that genuinely fit your needs, rather than being limited to a select panel. This ensures our advice remains objective, transparent, and focused on delivering the best possible long-term outcomes for you.

Mission & Values

Our approach is built on a set of core principles that shape every client relationship:

Independence

We provide unbiased advice, free from restrictions or product ties, ensuring every recommendation is made in your best interest.

Clarity

We simplify complex financial decisions, helping you understand your options and feel confident in your choices.

Transparency

Clear, upfront fees and honest communication are at the heart of everything we do.

Long-Term Thinking

We focus on sustainable strategies designed to support your financial future, not short-term gains.

Personalisation

No two clients are the same. Every plan is tailored to your unique circumstances, goals, and ambitions.

Our Approach

We work closely with you to understand your full financial picture, then build and manage a strategy aligned with your goals.

Our proven process that we will use to deliver advice:

1) Engagement

We will find out what you want and gain an understanding of your hopes, goals and objectives. This first step is all about you, not just your finances.

2) Discovery

We’ll then establish your current financial position. This will include working out your assets and liabilities, income and expenses and understanding your overall situation.

3) Research, Analysis & Plan Creation

At this stage, your adviser will assess all the information they’ve gathered and consider what is working for you, what can be improved and create your Financial Plan.

4) Presentation

We’ll deliver a detailed report, including justifications for the recommendations we have made. You’ll then agree with us how you wish to proceed

5) Implementation

Your adviser will take on the responsibility of putting any changes into action. This will be undertaken with great care and attention. After this, you will be on the right track.

6) Ongoing Review

The process doesn’t stop at implementation. The best results happen when your adviser revisits your plan regularly to make sure it continues to work for you.

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We are here not just to advise, but to partner with you over the long term.

Meet Our Director & Founder

Steven Petts

Director & Wealth Manager

I began my financial services career in Geneva in 2013, working closely with high-net-worth individuals and families across international markets.

During this time, I helped clients gain clarity on their financial position and align their short, medium, and long-term goals with practical, forward-thinking strategies.

Working in such a globally connected environment gave me deep experience in navigating cross-border wealth. This included managing multiple tax jurisdictions, complex investment structures, and the challenges that come with international mobility. I supported clients through significant life transitions, such as relocation and repatriation, ensuring their financial plans remained adaptable, efficient, and focused on long-term growth. In 2020, I returned to the UK, initially expecting it to be a short stay. Life, however, had other plans. I met my wife and we welcomed our daughter, Olivia. These personal milestones led me to reassess my direction and ultimately inspired the creation of Livian Wealth.

Livian Wealth was born from a desire to bring the same level of international expertise and strategic thinking back home, making high-quality financial advice more accessible to individuals and families within my local community. Today, I work closely with UK-based clients while continuing to support those with international ties, combining global experience with a personal, grounded approach.

My focus is simple: to provide clear, independent, tailored advice that helps clients make confident decisions and build a future that reflects the life they want to lead.