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

IHT Planning with AIM investments

Last year, a client came to see me to review his investments and seeking advice on his financial position. He had held investments for many years in a variety of products, which ranged from normal bank accounts and National Savings investments, to investment bonds and stocks and shares.

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

We are bucking a general trend in financial services by growing the number of face-to-face financial advisers in our team. 

Get in touch

To find out more about how we can help you or your business, call us on 0808 144 5575 and speak to a member of our team. Alternatively use our contact form to send us a message or arrange a callback.

CALL 0808 144 5575

or

Contact Us

All content © 2018 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 and Ireland 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.