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'.