Steve’s experience comes from advising both personal and business clients in respect of advice in 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 of 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
