Home
Share your views: Click to take part in our Family & Owner-Managed Business Survey
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 over 25 years. He is a Chartered Financial Planner and a Pension Transfer Specialist. He 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, a considerable number of whom he has worked with for many years.

With independent client reviews through VouchedFor, Steve is featured in the 'Guide to The UK’s Top Rated Financial Advisers' as featured in The Times newspaper.

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

From our blog

Am I taxed on the higher interest rates I am getting?

  • 28th September 2023
teacher reading to children

Yes, you can retire from being a teacher

  • 3rd April 2023

Has Contributing to a Pension become even more important?

  • 3rd August 2022

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 James Watson House, Montgomery Way, Rosehill, Carlisle, CA1 2UU 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 James Watson House, Montgomery Way, Rosehill, Carlisle, CA1 2UU.

ASE Professional Services is a trading style of Armstrong Watson Audit Limited and Armstrong Watson LLP.

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 James Watson House, Montgomery Way, Rosehill, Carlisle, CA1 2UU. Armstrong Watson Financial Planning & Wealth Management is a trading style of Armstrong Watson Financial Planning Limited.

MyRetirement 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 James Watson House, Montgomery Way, Rosehill, Carlisle, CA1 2UU.

Armstrong Watson is a trading style of Armstrong Watson LLP, Armstrong Watson Audit Limited and Armstrong Watson Financial Planning Limited.