Steven Auldjo
DipPFS
With over eight years of experience in the financial services profession, I’ve had the privilege of helping individuals and families take control of their finances and shape the futures they dream of.
I believe that financial advice should be personal, not transactional. Every client has a story, and my role is to listen, understand, and build a plan that empowers you to live with confidence and purpose. Whether it’s planning for retirement, supporting your loved ones, or creating a legacy, my approach is centred on aligning your finances with your values and goals.
I know how uncertain the financial world can feel at times. My goal is to simplify that complexity, helping you navigate life’s twists and turns with clarity and reassurance. It’s about more than just reaching milestones—it’s about feeling secure and supported every step of the way.
About
When I’m not helping clients plan for their futures, I love spending time with my wife, Claire, our daughter, Freya, and our Australian Labradoodle and Head of Client Relations, Skye. Family is everything to me, and creating meaningful memories together is always a priority. Whether it’s exploring the countryside around West Calder or simply enjoying a quiet day at home.
I’m also passionate about giving back to the local community. As a volunteer and trustee on the board of our local Community Centre, I’m proud to contribute to initiatives that bring people together and make a positive impact in West Calder.
Life is about balance, and just as I strive to help my clients align their finances with what’s most important to them, I try to live by the same principles—valuing connection, purpose, and the moments that truly matter.
The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.
