Diploma in Financial Planning
Certificate in Financial Planning
Certificate in Life & Pensions
Advanced Diploma in Insurance
Steve has worked in financial services since the early 1980s.
He provides financial planning and advice to a wide range of clients; from individuals and families through to employers and business owners.
His main area of expertise is in helping individuals and couples plan their finances for life after work.
For health, Steve “suffers” the gym, cycling and golf. For hobbies, he sings in a choir and plays the guitar. For mental stimulation, he reads history and fiction.
And for excitement, he watches football and rugby accompanied by the occasional pint!
- Fun and nonsense with my nearest and dearest
- A goal or a try for Scotland
- Good manners and sound values
- Good music, played loud
- A job well done
- Letting people down
- Overpromising and underdelivering
- Cynics and naysayers
- Hard butter on soft bread
All regulated financial advisers must be authorised by the Financial Conduct Authority (FCA) and therefore appear on their register. You can find Steve’s entry here.
Furthermore, all advisers must have an up-to-date Statement of Professional Standing (SPS). This shows they are suitably qualified. You should be wary of any advisers who refuse to provide copies of their SPS. You can click here to view Steve’s.