Home
Covid-19: a practical guide for Business
BREXIT: practical advice for Business
Steve Shovlin, Chartered Financial Planner

Steve Shovlin

Chartered Financial Planner

About Steve

Steve has spent all his life in Cumbria and has been advising clients in and around Cumbria & South West Scotland for 25 years. He is a Charter Financial Planner and a qualified Pension Transfer Specialist.  Steve specialises in all aspects of corporate and personal financial advice including planning for and at retirement, succession planning for families, specialist tax planning and business and family protection.  His clients describe him as very personable and he has many clients who still are still with him after many years.

With a client rating of 4.8/5 from independent reviews through VouchedFor, Steve has been featured for the second year running in the '2021 Guide To The UK’s Top Rated Financial Advisers'.

READ MY CLIENT REVIEWS
Reviews and Ratings for Financial adviser Steve Shovlin, Carlisle

From our blog

teacher reading to children

Yes, you can retire from being a teacher

  • 25th January 2021

IHT Planning with AIM investments

  • 18th July 2017

A growing team focussed on building relationships and offering face-to-face advice

  • 15th February 2017

Enquiry Form

All content © 2020 Armstrong Watson. All Rights Reserved. Website by Simon Pighills.

Armstrong Watson LLP is a limited liability partnership registered in England and Wales, number OC415608. The registered office is 15 Victoria Place, Carlisle, CA1 1EW where a list of members is kept. Armstrong Watson LLP is regulated by the Institute of Chartered Accountants in England and Wales for a range of investment business activities. Unless otherwise indicated, either expressly or by the context, we use the word “partner” to describe a member of Armstrong Watson LLP or an employee of Armstrong Watson LLP in their capacity as such.

Armstrong Watson Audit Limited is registered to carry on audit work in the UK by the Institute of Chartered Accountants in England and Wales. Registered as a limited company in England and Wales, number 8800970. The registered office is 15 Victoria Place, Carlisle, CA1 1EW.

Armstrong Watson Financial Planning Limited is authorised and regulated by the Financial Conduct Authority. Firm reference number 542122. Registered as a limited company in England and Wales, number 7208672. The registered office is 15 Victoria Place, Carlisle, CA1 1EW. Armstrong Watson Financial Planning & Wealth Management is a trading style of Armstrong Watson Financial Planning Limited.

Armstrong Watson Trustees Limited is a limited company registered in England and Wales, number 84495656. The registered office is 15 Victoria Place, Carlisle, CA1 1EW.