Steve Monks

Steve Monks Email and Phone Number

Partner @ LIME - Life Insurance Mortgage Experts @
Steve Monks's Location
Greater Bristol Area, United Kingdom, United Kingdom
Steve Monks's Contact Details

Steve Monks work email

Steve Monks personal email

n/a
About Steve Monks

Steve Monks is a Partner @ LIME - Life Insurance Mortgage Experts at Lime. He possess expertise in financial advisory, investments, pensions, income protection, inheritance tax planning and 16 more skills.

Steve Monks's Current Company Details
Lime

Lime

Partner @ LIME - Life Insurance Mortgage Experts
Steve Monks Work Experience Details
  • Lime
    Director
    Lime Jan 2024 - Present
    Bristol, England, United Kingdom
  • Elite Financial Consulting Ltd
    Director
    Elite Financial Consulting Ltd Feb 2010 - Jan 2024
  • Elite Financial Consulting Ltd
    Managing Director & Independent Financial Adviser
    Elite Financial Consulting Ltd Apr 2011 - Feb 2013
    Bristol, United Kingdom
    Proud to have founded a rapidly expanding IFA practice which continues to grow and flourish with the assistance of a co director Tim O'Loughlin. Through our carefully chosen IFA team we have specialists in most areas of finance ranging from mortgage through to complex investment and pension strategies.
  • Lloyds Tsb
    Financial Adviser
    Lloyds Tsb Sep 2007 - Apr 2011
    Bristol, United Kingdom
  • Hsbc
    Multi Tied Financial Adviser & Mortgage Consultant
    Hsbc Sep 2005 - Sep 2007
    Bristol, United Kingdom
  • Bank Of Ireland
    Account Manager
    Bank Of Ireland Aug 2004 - Aug 2005
    Bristol
  • Royal And Sunalliace
    Group Scheme Underwriter
    Royal And Sunalliace May 2002 - Aug 2004
    Bristol

Steve Monks Skills

Financial Advisory Investments Pensions Income Protection Inheritance Tax Planning Mortgage Lending Financial Services Retirement Planning Finance Critical Illness Investment Strategies Protection Insurance General Insurance Retail Banking Life Insurance Holistic Financial Planning Savings Equity Release Personal Financial Planning Term Life Insurance

Steve Monks Education Details

  • Marlwood
    Marlwood
    Economics

Frequently Asked Questions about Steve Monks

What company does Steve Monks work for?

Steve Monks works for Lime

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

Steve Monks's current role is Partner @ LIME - Life Insurance Mortgage Experts.

What is Steve Monks's email address?

Steve Monks's email address is st****@****g.co.uk

What schools did Steve Monks attend?

Steve Monks attended Marlwood.

What skills is Steve Monks known for?

Steve Monks has skills like Financial Advisory, Investments, Pensions, Income Protection, Inheritance Tax Planning, Mortgage Lending, Financial Services, Retirement Planning, Finance, Critical Illness, Investment Strategies, Protection.

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