Steve Shovlin
Financial Planning Consultant (Chartered)
About Steve
Steve has spent his entire life in Cumbria and has been helping individuals, families and business owners make confident financial decisions for more than 25 years.
As a Chartered Financial Planner, Steve works with clients across Cumbria and South West Scotland, providing holistic financial planning tailored to their personal and business objectives. His areas of expertise include retirement planning, wealth management, succession planning, estate and inheritance tax planning, and personal and business protection.
Steve is passionate about helping clients navigate the opportunities and challenges they face throughout their financial journey. He takes pride in building long-term relationships with clients, many of whom have trusted him for years and continue to introduce family, friends and colleagues for advice. Working closely with Armstrong Watson's wider team of tax, accounting and business advisers, he helps ensure clients receive joined-up advice that addresses all aspects of their financial affairs.
Clients value Steve's approachable manner, straightforward communication and ability to simplify complex financial matters. His focus is always on understanding what matters most to each client and creating practical plans that support their long-term goals.
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What our clients say
We're committed to delivering the best client experience. Hear from those who have worked with us and discover how we've helped them achieve their goals.
Having recently moved back to Cumbria from Glasgow, we wanted a local financial adviser. After researching and receiving recommendations from our neighbours, we approached Steve at Armstrong Watson. Despite his busy schedule, Steve got back to us the same day and arranged a meeting.
Steve welcomed us to the beautiful new offices at Rosehill in Carlisle. He took the time to understand our needs and objectives, answering all our questions. We learned more in our first meeting with Steve than we had with our previous adviser.
Steve carefully considered our entire financial picture, including aspects we hadn’t previously thought about, and presented a solution that perfectly met our objectives. We highly recommend Steve and Armstrong Watson to anyone looking for a new financial adviser.
Mr and Mrs Carnegie
