Steven Pepper Email & Phone Number

What does your bucket list look like? Do you need some help understanding whether you can achieve your goals? I can help you!I have built up a wealth of knowledge and experience in advising private clients since 2000. I hold the Diploma in Financial Planning, am a Pension Transfer Specialist and hold the Certificate in Long Term Care. These qualifications and experience enable me to advise my clients in the following areas: - • Personal Financial Planning• Business Financial Planning• Pensions and Retirement Planning• Savings and Investment Risk Management advice• Wealth Protection – Life and Critical/Serious Illness• Income Protection• Tax planning and mitigation portfolios• Trust and estate / Legacy Planning• Long Term Care PlanningRetirement Planning – Are you on track? I will help to clarify your current pension provision and put in place a realistic plan towards meeting your income requirements to enjoying a full retirement. Tax Planning - I will consider your current and future tax position to ensure that every solution offered will maximise the tax benefits available for your personal circumstances. Inheritance Tax - Having accumulated wealth over the years the last thing you want is for a majority of this to be paid to the taxman on death. I can put in place a variety of structures to help mitigate or substantially reduce this liability. Investments - Whether looking for capital growth or income when investing your funds, I will research the whole of the investment market to find the most suitable investment vehicle for you, taking account of your financial objectives and your appetite for risk.Protection - This should be part of everyone's financial planning. Whether you need to protect your income, cover your liabilities or protect your family/business in the event of untimely death or long term ill health I can help you get the type of protection that suits your personal circumstances.

Listed skills include Retirement Planning, Inheritance Tax Planning, Pensions, Wealth, and 24 others.

• 

  Chartered Insurance Institute

  Financial Advice