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
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What our clients say
We're committed to delivering the best client experience. Hear from those who have worked with us and discover how we've helped them achieve their goals.
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
