Qualifications
Diploma in Financial Planning
Certificate in Financial Planning
Certificate in Life & Pensions
Advanced Diploma in Insurance
At work
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.
At home
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!
Steve Likes
- 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
Steve Dislikes
- Letting people down
- Overpromising and underdelivering
- Cynics and naysayers
- Hard butter on soft bread
- Eurovision!
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.
GET IN TOUCH
CONTACT DETAILS
HEAD OFFICE
The Pension Planner
Courtwood House
Silver Street Head
Sheffield
S1 2DD
Production