Staffordshire
Steve is a Chartered Financial Planner and a Fellow of the Personal Finance Society. Being client-driven, he can ensure he provides the highest level of both service and advice.
Steve’s experience comes from advising both personal and business clients in respect of advice on pensions, retirement, investments, life assurance and inheritance/general tax planning.
Having worked in Financial Services since 2001, initially within the Banking Sector, he has gained experience working together with both Personal and Business clients, advising on a variety of areas. In 2014, Steve established his own Independent Financial Advisors (IFA) business, completing an acquisition in 2016.
The Financial Conduct Authority does not regulate taxation or trusts
The information contained within the website is subject to the UK regulatory regime and is therefore primarily targeted at customers in the UK.
Should you have cause to complain, and you are not satisfied with our response to your complaint you may be able to refer it to the Financial Ombudsman Service, which can be contacted as follows:
The Financial Ombudsman Service, Exchange Tower, London, E14 9SR
Tel: 0800 023 4567 or 0300 123 9123