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