Steve is based in Exeter, Devon, and covers all aspects of financial planning, including mortgages, equity release, lifetime mortgages, investments, pensions and protection planning.
Steve has been an adviser since 1994 when he started work with Prudential. In 2001 he became an Independent Financial Adviser and joined Nexus at the start of 2018. His business has grown through personal recommendations from existing clients. His balance of professionalism and friendliness plays a big part in his ongoing success.
Steve is a member of the Equity Release Council, which exists to promote high standards of conduct and practice in the provision of and advice on equity release. Steve is also an Accredited Member of the Society of Later Life Advisers (SOLLA).
Steve's professional qualifications include:
The Statement of Professional Standing is required by the FCA and is renewed annually. An SPS can only be issued by an FCA appointed accredited body and confirms that an adviser:
Has adhered to a code of ethical standards
Holds the required qualifications for the activities they undertake; and
Has completed appropriate Continuing Professional Development activities and complied with the 'Statements of Principle and Code of Practice for Approved Persons'.
P: 01278 439494