Direct: 01252 788879
Mobile: 07768 913523
Steve joined Chadney Bulgin in 1997, becoming a Partner in 2001. His approach is focused on helping people to live the life they want, recognising that it isn’t simply about stock market returns, interest rates or financial engineering.
Trust and understanding are key to how Steve works with clients. Often clients approach us when their circumstances have changed, or when they want to make plans for the future and are unsure how to achieve them. They are seeking positive outcomes in their lives and understanding the financial reality is an important element of this.
Alongside pensions and retirement planning, Steve is experienced in advising clients and their families on the issues affecting them in the later stages of retirement. This might include care fees and inheritance tax planning. This can have a significant impact on his clients’ lives and futures, which he finds very rewarding.
Steve is a Chartered Financial Planner and a fully accredited member of the Society of Later Life Advisers (SOLLA). Steve also holds the Society of Trust and Estate Practitioners’ (STEP) certificate in Trust and Estate Planning.
“Clear and sensitive advice following recent bereavement.”
Clients have also rated Steve highly for understanding what they are trying to achieve, honesty, openness and trust.
- 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
- Accredited Member of the Society of Later Life Advisers (SOLLA)