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.