I have worked in the financial services industry providing advice to clients for over 12 years. I recently moved from Natwest Independent Financial Planning after 9 years as they decided to stop giving Independent Financial Advice.
Providing an independent service is important to me as I strongly believe that I am then able to work on my clients behalf and am able to provide them with bespoke solutions personalised for them.
I also believe that the key to building long term relationships is based on trust, regular financial reviews and the ability to explain things in a way that people understand them. Financial planning can be complex at times, however people tend to feel a lot more engaged and comfortable when they understand something.
I have a great deal of experience in providing advice to clients in regards to investment planning, inheritance tax planning and retirement planning.
I have already achieved Diploma status in Financial Planning and am working towards Chartered status. In achieving this qualification, I have undertaken specialist training in investment planning, taxation and trusts, long term care planning and holistic financial planning.
Whilst work takes up a great deal of my time I do try to sepnd time with my family and my hobbies include, running, mountaineering and playing golf. I have two young children, Jessica and Ben.
Stephen can be contacted on 07557 402893 or by email
‘Steve Layland always goes the extra mile to help in any way he can.’
‘Steve took the time to understand my needs. He has a friendly, pleasant approach and I would recommend him to others. Am extremely happy with the service provided.’