Steve Hendrie

Steve Hendrie Email and Phone Number

Breckland Financial Management Partner Practice @ St. James’s Place Wealth Management
Snetterton, England, GB
Steve Hendrie's Location
Snetterton, England, United Kingdom, United Kingdom
About Steve Hendrie

With over 25 years experience in financial services, I enjoy helping and guiding clients with their financial arrangements, from the simplest to the more complex.I am committed and passionate about spending time building and maintaining relationships with my clients, who include young families, those approaching retirement and many that are already retired as well as professional business people.My services include:• Wealth management• Financial planning• Retirement planning• Estate planning• Protection (life, critical illness, income protection)• Corporate planning, corporate benefits, employee benefits• Long Term CareAs a Partner Practice of St. James's Place Wealth Management, I provide a wide range of services to both individuals and businesses in East Anglia and beyond. My emphasis is on maintaining long lasting relationships with my clients and their families and to provide them with a source of trusted advice as their financial needs evolve over the years.The Partner/Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority).The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representativesSJP Approved 19/01/2024

Steve Hendrie's Current Company Details
St. James’s Place Wealth Management

St. James’S Place Wealth Management

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Breckland Financial Management Partner Practice
Snetterton, England, GB
Steve Hendrie Work Experience Details
  • St. James’S Place Wealth Management
    Breckland Financial Management Partner Practice
    St. James’S Place Wealth Management
    Snetterton, England, Gb
  • St. James’S Place Wealth Management
    Breckland Financial Management Partner Practice
    St. James’S Place Wealth Management May 2008 - Present
    I provide a wide range of services to both individuals and businesses in East Anglia and beyond. My emphasis is on maintaining long lasting relationships with my clients and their families and to provide them with a source of trusted advice as their financial needs evolve over the years.
  • Hsbc
    Private Client Manager
    Hsbc Feb 2004 - Apr 2008
    East Anglia
  • Hsbc
    Sales Manager
    Hsbc 2000 - 2004
    East Anglia
  • Hsbc
    Financial Planning Manager
    Hsbc 1997 - 2000
    East Anglia
  • Hsbc
    Financial Planning Officer
    Hsbc 1995 - 1997
  • Hsbc
    Retail Banking
    Hsbc 1986 - 1995

Steve Hendrie Skills

Strategic Financial Planning Retirement Planning Wealth Management Estate Planning Retirement Financial Services Income Protection Employee Benefits Life Insurance Critical Illness Long Term Care Financial Planning Investments Portfolio Management Inheritance Tax Planning

Steve Hendrie Education Details

  • Claverham Community College, Battle, East Sussex
    Claverham Community College, Battle, East Sussex

Frequently Asked Questions about Steve Hendrie

What company does Steve Hendrie work for?

Steve Hendrie works for St. James’s Place Wealth Management

What is Steve Hendrie's role at the current company?

Steve Hendrie's current role is Breckland Financial Management Partner Practice.

What schools did Steve Hendrie attend?

Steve Hendrie attended Claverham Community College, Battle, East Sussex.

What are some of Steve Hendrie's interests?

Steve Hendrie has interest in Cricket And Golf, Football, Cycling, Sport.

What skills is Steve Hendrie known for?

Steve Hendrie has skills like Strategic Financial Planning, Retirement Planning, Wealth Management, Estate Planning, Retirement, Financial Services, Income Protection, Employee Benefits, Life Insurance, Critical Illness, Long Term Care, Financial Planning.

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