Steve is a Chartered Financial Planner, one of less than 4,000 in the UK. He is also a Fellow of the Personal Finance Society, (the FPFS after his name). The award of a Fellowship reflects the level of advanced study undertaken by Steve together with his academic achievement, knowledge, ethics and experience.
Steve’s career as a financial adviser stretches back to 1987. He joined T. H. March in November 2009 to run the Protection Department. This involved giving advice to businesses and individuals, protecting them and their dependents in the event of death, critical illness, long term disability and illness. Steve realised that there was opportunity to expand the service offering to T. H. March clients and after two years of planning, (taking into account the new requirements for all investment advice to be fee based), T. H. March Financial Planning Limited was established and launched in October 2013.
As a client you will benefit from the services of an ethical, well qualified and experienced Chartered Financial Planner backed by a well-respected company. Regular meetings with Steve will help you to make informed decisions about your finances and stay on track.