Steven Bevan, Fpfs Email & Phone Number

I provide private clients and business owners with a joint business and personal financial planning service to help meet all their financial goals. Delivering financial education by sharing my knowledge and expertise - so private clients and business owners alike are fully supported to help them build and preserve their personal and business wealth.Through an integrated approach, I help clients to build and preserve their wealth. This understanding all of their finances helps them save on time and money.Having over 20 years’ experience in the investment management industry, I hold the Chartered Financial Planner status from the Chartered Insurance Institute. This is the industry’s gold standard for financial planners and is currently held by only a select number of individuals and firms in the UK. It is primarily afforded for commitment to developing and maintaining integrity, professionalism, and knowledge, signifying adherence to a challenging ethical code of practice. Additionally, I have broad experience in Business Planning, Banking, Coaching, Asset Management, holding a Master of Arts (MA) in Management Studies and have also obtained the Cert CII (MP&ER) - the Certificate in Equity Release and am a member of the Society of Mortgage Professionals.Marchmont Asset Management Limited 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 title `Partner Practice' is the marketing term used to describe St. James's Place representatives.