Steven Smith Fpfs

Steven Smith Fpfs Email and Phone Number

Chartered Financial Planner @ Amber River Premier
Marlow, GB
Steven Smith Fpfs's Location
Marlow, England, United Kingdom, United Kingdom
About Steven Smith Fpfs

I provide my clients with a proactive, simple and common sense approach towards financial planning and wealth management. I am committed to ensuring our clients’ wealth is protected, enhanced and structured to meet their future plans and avoid financial nightmares.Whilst my client base is diverse, I focus on working with the following groups:• Senior professionals• People transitioning into retirement• Families looking to protect their Estates by mitigating Inheritance TaxI help my clients to: • Understand and prioritise their financial objectives• Maximise their wealth by using tax efficient allowances• Distribute wealth to the next generation• Ensure their plans are protectedPlease feel free to connect with me or drop me a line should you want to find out more.stevens@amberriverpremier.com

Steven Smith Fpfs's Current Company Details
Amber River Premier

Amber River Premier

View
Chartered Financial Planner
Marlow, GB
Website:
amberriver.com
Employees:
565
Steven Smith Fpfs Work Experience Details
  • Amber River Premier
    Chartered Financial Planner
    Amber River Premier
    Marlow, Gb
  • Amber River Premier
    Chartered Financial Planner
    Amber River Premier May 2014 - Present
    Marlow
  • Mathews Comfort Financial Services Ltd
    Senior Paraplanner
    Mathews Comfort Financial Services Ltd Jan 2007 - May 2014
    Oxford
    CII Diploma level paraplanner.
  • Sesame Services Ltd
    Team Leader
    Sesame Services Ltd Mar 2004 - Jan 2007
    Eynsham, Oxfordshire
    FSA registrations decision maker for financial advisers.

Steven Smith Fpfs Education Details

Frequently Asked Questions about Steven Smith Fpfs

What company does Steven Smith Fpfs work for?

Steven Smith Fpfs works for Amber River Premier

What is Steven Smith Fpfs's role at the current company?

Steven Smith Fpfs's current role is Chartered Financial Planner.

What schools did Steven Smith Fpfs attend?

Steven Smith Fpfs attended Westminster College, Oxford, Oxford Brookes University.

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