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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 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

What our clients say about Steve

Having recently moved back to Cumbria from Glasgow, we wanted a local financial adviser. After researching and receiving recommendations from our neighbours, we approached Steve at Armstrong Watson. Despite his busy schedule, Steve got back to us the same day and arranged a meeting.

Steve welcomed us to the beautiful new offices at Rosehill in Carlisle. He took the time to understand our needs and objectives, answering all our questions. We learned more in our first meeting with Steve than we had with our previous adviser.

Steve carefully considered our entire financial picture, including aspects we hadn’t previously thought about, and presented a solution that perfectly met our objectives. We highly recommend Steve and Armstrong Watson to anyone looking for a new financial adviser.

Mr and Mrs Carnegie

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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 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. 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.

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