Kevin Steinlechner

Kevin Steinlechner Email and Phone Number

I help people to work out what they need from their money @ Radcliffe & Newlands
london, greater london, united kingdom
Kevin Steinlechner's Location
London, England, United Kingdom, United Kingdom
Kevin Steinlechner's Contact Details

Kevin Steinlechner personal email

n/a
About Kevin Steinlechner

Wouldn't it be nice to know whether you have enough? Enough to down tools and walk away. To have the time to travel or to learn something new. To live out the retirement you imagined for yourself. But most people don't know how much is enough. or when they might have enough, or what to do about it if they are not on track.We are all being told we're going to have to work longer but that's not the only way. We help people to work out how much is enough, and whether they have it, or what they need to do to get it. It is great to see clients leaving our office with a big smile and a spring in their step. Knowing that they have enough to live the life they want without worrying about ever running out of money.Many have enough to stop but they carry on working because they don't know it. They're not sure.I have over 20 years experience in financial planning, advising individuals, families and business owners on achieving financial independence. I am a Chartered Financial Planner with Radcliffe and Newlands in London although of course I can offer remote advice anywhere in the UK.I believe that the purpose of financial planning is to help you to live well, whatever that means to you.  My newsletter covers my take on financial independence and all that it means, my version of living well and a few things that amuse and interest me. Hopefully it will help you to work out a few things for yourself while you're pondering the next step. https://www.kevinsteinlechner.co.uk/newsletterTel - 020 7382 0431Email - ksteinlechner@radnewwealth.comAs well as being Chartered, I hold STEP’s Trusts and Estates Practitioner certificate (TEP), often working with clients other professional advisers.Specialties:For individuals - advice on financial planning at all life stages, pensions, investments, life, critical illness and income insurance, trusts, tax planning, estate planning, pre and post retirement advice  For businesses - key person insurance and shareholder protection, directors' pensions (SIPPs & SSASs), directors' remuneration, tax planning.

Kevin Steinlechner's Current Company Details
Radcliffe & Newlands

Radcliffe & Newlands

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I help people to work out what they need from their money
london, greater london, united kingdom
Website:
rad-new.com
Employees:
38
Kevin Steinlechner Work Experience Details
  • Radcliffe & Newlands
    Chartered Financial Planner
    Radcliffe & Newlands Jan 2012 - Present
    London, United Kingdom
  • Ideal Tax Solutions
    Owner
    Ideal Tax Solutions Jan 2004 - Aug 2015
  • Montpelier Financial Services (London)
    Chartered Financial Planner
    Montpelier Financial Services (London) Oct 2006 - Dec 2011

Kevin Steinlechner Skills

Strategic Financial Planning Pensions Investments Wealth Management Financial Planning Inheritance Tax Planning Critical Illness Personal Finance Education Savings Retirement Income Strategies Wealth Preservation Strategies Protection Planning/family Security Saving For Education Protection Tax Reduction Strategies Retirement Solutions Divorce Planning Key Person Insurance Buy Sell Agreements Mortgage Insurance Auto Enrolment Employee Benefits Death In Service Shareholder Protection Shareholder Agreements Double Option Agreements Lifetime Cashflow Modelling Isas Asset Allocation Whole Life Insurance Trustee Investments Drawdown Iht Protection Advice Independent Financial Advice

Kevin Steinlechner Education Details

  • Step (Society Of Trust & Estate Practitioners)
    Step (Society Of Trust & Estate Practitioners)
    Distinction
  • Step (Society Of Trust & Estate Practitioners)
    Step (Society Of Trust & Estate Practitioners)
    Advanced Certificate In Uk Tax For International Clients
  • Imperial College
    Electrical & Electronic Engineering
  • Step (The Society Of Trust And Estate Practitioners )
    Step (The Society Of Trust And Estate Practitioners )
    Advanced Certificate In Administration Of Trusts
  • Step (Society Of Trust And Estate Practitioners)
    Step (Society Of Trust And Estate Practitioners)
    Advanced Certificate In Administration Of Estates

Frequently Asked Questions about Kevin Steinlechner

What company does Kevin Steinlechner work for?

Kevin Steinlechner works for Radcliffe & Newlands

What is Kevin Steinlechner's role at the current company?

Kevin Steinlechner's current role is I help people to work out what they need from their money.

What is Kevin Steinlechner's email address?

Kevin Steinlechner's email address is ks****@****oup.com

What schools did Kevin Steinlechner attend?

Kevin Steinlechner attended Step (Society Of Trust & Estate Practitioners), Step (Society Of Trust & Estate Practitioners), Imperial College, Step (The Society Of Trust And Estate Practitioners ), Step (Society Of Trust And Estate Practitioners).

What skills is Kevin Steinlechner known for?

Kevin Steinlechner has skills like Strategic Financial Planning, Pensions, Investments, Wealth Management, Financial Planning, Inheritance Tax Planning, Critical Illness, Personal Finance, Education Savings, Retirement Income Strategies, Wealth Preservation Strategies, Protection Planning/family Security.

Who are Kevin Steinlechner's colleagues?

Kevin Steinlechner's colleagues are Mel Kenny, Anthony Minas, Stephen James Bsc (Hons) Dipfa Cemap Cerer Certltcp, Stephen Parry, Duncan Watters, Jason Ransted, Natasha Riley.

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