Steve Sycamore

Steve Sycamore

Steve Sycamore

Equity Release Council

Society of Later Life Advisers

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Steve Sycamore Dip.PFS
Independent Financial Adviser

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:

  • Diploma in Financial Planning (Dip.PFS)
  • Certificate in Mortgage Advice & Practice (CeMap)
  • Advanced Certificate in Mortgage Advice & Practice (Lifetime Mortgages, Equity Release & Recessionary Plans)
  • Certificate in Long-Term Care Insurance (CeLTCI┬«)
  • Later Life Adviser Accreditation (LLAA)
  • Statement of Professional Standing (SPS)

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'.

Contact Steve Sycamore

P: 01278 439494