Steve Shovlin

Financial Planning Consultant

About Steve

Steve has lived in Carlisle for most of his life and studied at The Newman School.

The formative years in his career were spent in the banking sector where he gained a wealth of experience including transactional banking, customer service, management, coaching and development, mortgage advice, protection, investments and retirement planning.  He has been a qualified regulated financial adviser for 20 years.

Steve prides himself on the service he provides to his clients.  Over many years he has realised that every client has different needs and objectives and he will take care to make sure than any advice is tailored to meeting his client’s needs. 

Steve specialises in all aspects of corporate and personal financial advice including all aspects of retirement planning, inheritance tax planning, investment for growth or income (or both) and business and family protection. 

From our blog

How modern is Modern Portfolio Theory?

As an Independent Financial Adviser I frequently discuss with my clients how fund managers make their investment decisions. But what do they actually do when making these decisions?

Ethical Investing Considerations

Most of us have a greater awareness over how our actions and those of companies impact on the environment.

How Ethical Investing Works

With greater awareness over ethical and environment impact, the sustainable and ethical investment sector has increased demand and new funds have been introduced by fund managers but be aware, ethical investing can also be more volatile and investors should be prepared for this.

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