Senior Partner Practice of St. James's Place Wealth Management
Steve has worked in the financial services industry for some 30+ years in a variety of roles, 11 of these being with the Lansdown Place Group. The last 24 years he has been providing financial advice to both corporate and personal clients at all levels of financial capability.
In his early days he worked in the pension valuation department of a major life office, and his interest in the more complex areas of pension planning evolved. He obtained the CII G60 pension transfer specialist qualification in 1996, and followed this with their AF3 Pension Planning, a more recent qualification.
Over recent years he has concentrated on pension income options at retirement. He is a Chartered Financial Planner and a Fellow of the Personal Finance Society.
Outside of work, he spends his time between scuba diving, cycling and keeping a classic car on the road.
'My emphasis is on providing the right solution to different financial needs and maintaining a strong relationship for the longer term. My advice covers all areas of private wealth management, including retirement planning, wealth protection and investment planning, along with corporate pension planning and group risk arrangements.'
The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the group's wealth management products and services, more details of which are set out on the group's website www.sjp.co.uk/products. The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives.
Lansdown Place Wealth Management Ltd is registered in England and Wales, Number 5458948. Registered Office: 2 Oakfield Road, Clifton, Bristol, BS8 2AL, England.