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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

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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.

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The deadline for July 2021 claims is 16th August 2021. If you require our JRS team to submit your claims please send them to jrs@armstrongwatson.co.uk by 11th August 2021. For details on the changes to the scheme visit our CJRS page.