Steve Wood is an experienced Independent Financial Planner and Chartered Wealth Manager who helps clients achieve their individual financial planning goals and personal aspirations. Many of Steve’s clients have followed him during his career, a lot of this time being spent in both accountancy practices and investment firms where he maintained trusted close relationships.
Steve provides holistic wealth management advice to business owners, company executives, professional partners and other affluent investors. Steve is a chartered member of the CISI and specialises in providing investment, estate planning, protection and pre- and post-retirement planning advice. Additionally, Steve is a pension transfer specialist advising on complex pension transfers which often interlinks with other financial planning areas.
He also looks after the financial affairs of private clients, families and businesses. All his clients have unique needs and Steve tailors his advice to meet both their financial and personal objectives.
Steve often receives referrals from clients to their families and friends as a result of the service he provides to clients.