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Steve Fleming

Steve Fleming

Chartered Financial Planner
Partner

Direct: 01252 788879

Mobile: 07768 913523

Steve has more than 20 years’ experience and joined Chadney Bulgin in 1997, becoming a Partner in 2001. He is responsible for providing clients with wide ranging financial planning advice, such as detailed investment and pension issues, including pension transfers, pensions on divorce and planning for retirement. He is experienced at working with trustees, solicitors and accountants to provide wide ranging advice in complex areas such as trusts, care home funding and equity release.

Qualifications

  • Chartered Financial Planner
  • AF3 – qualified to advise on occupational final salary pension scheme transfers
  • Equity Release (HR1) and Long Term Care Insurance (CF8)
  • STEP Certificate for Financial Services, Trusts & Estate Planning

Specialist adviser for:

  • Care Fees Planning
  • Equity Release
  • Estate Planning
  • Investments
  • Pensions
  • Protection Insurance
  • Tax Planning
  • Wealth Planning