Steve Jerome Email & Phone Number

* I provide a long-term, holistic financial planning service to my clients. This focuses on them and their objectives, for the rest of their lives. * As a consequence, my service is not for those seeking a product-orientated or ‘transactional’ relationship.* Using sophisticated lifetime cash flow modelling software, I provide a tailored financial planning service to individuals. This includes wealth creation, at or in retirement planning, estate preservation and catering for unexpected events, by way of appropriate contingency planning. * I enjoy taking the time to get to know someone, to really understand them, their aims and objectives before we start talking about what solutions might be appropriate. It’s because of this approach that my clients trust me and have stayed with me for many years.* It’s very much a collaborative effort. I work together in partnership with my clients and the relationship works best when the client is prepared to really engage with the financial planning process together with me. * My typical clients run their own business or are in senior employed position, approaching or in retirement. * A good ‘fit’ is someone who is looking for advice on how to identify, achieve and maintain their desired lifestyle, without the fear of ever running out of money. They will generally have investable assets of £200,000+.

Listed skills include Financial Advice, Wealth Management, Pensions, Investments, and 7 others.