I have worked in the financial services industry providing advice to clients for over 16 years. I recently moved from Natwest Independent Financial Planning after 5 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 pre and post retirement planning.
I have already achieved Diploma status in Financial Planning. In achieving this qualification, I have undertaken specialist training in investment planning, taxation and trusts, long term care planning, pension options and holistic financial planning.
I can be contacted on 07961 510212 or by email
‘Got exactly what I asked for, with minimum fuss!’
‘Steve always takes time to listen and then is able to make recommendations that are relevant to our needs. Always punctual he has the ability to make us feel valued. He never gives the impression that he is in a hurry to go to other clients.’
‘I am really pleased with the advice given by my adviser. Questions are always answered clearly and fully. He takes note of our views and ensures I get the best possible plan to meet my objectives. Very pleased with a first class service.’
‘I have known Steve for a number of years and find his advice and support very reassuring.’