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Chartered Financial Planner Steve started his career in the banking sector, holding senior positions in commercial finance for a major high street bank before deciding on a change of direction to holistic financial planning in 1993. As well as the Chartered Financial Planner accreditation and being a member of the Personal Finance Society, he is a member of the Institute of Financial Planning and holds the internationally recognised Certified Financial Planner licence. It is one of the highest standards available for pure financial planning and holders are actively monitored and reassessed annually. "I have to say I enjoy doing what I do! We have a huge amount of research work and regulation to deal with but the satisfaction I get every time I see someone benefit from good financial planning makes it all worthwhile" |
