Steve Carson

Wealth Planner

Steve has 27 years in the financial services industry, mainly involved in advising on investment and pension portfolios. He now concentrates on identifying his clients’ long term financial goals and the development, implementation and monitoring of long term plans designed to assist in achieving those goals.

He enjoys working with solicitors and has a great deal of expertise in advising on divorce issues involving pensions and working with the private client departments of legal firms.

In addition to having the Diploma in Financial Planning, Steve is qualified as a pension transfer specialist, and holds the appropriate qualification to enable him to advise on long term care issues.

He is married with 2 sons, and is a member and a Past President of his local Rotary club.

07989 172701

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