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Steven Mcnally Email & Phone Number
Financial Advisor
at
Venture Financial Services Limited
LinkedIn matched
✓ Verified August 2026
3 data sources
Profile completeness 86%
Current company
Role
Financial Advisor
Location
Prestonpans, Scotland, United Kingdom
Company size
Who is Steven Mcnally? Overview
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Quick answer
Steven Mcnally is listed as Financial Advisor at Venture Financial Services Limited, a with 2 employees, based in Prestonpans, Scotland, United Kingdom. AeroLeads shows a matched LinkedIn profile for Steven Mcnally.
Steven Mcnally previously worked as Business Consultant at Vitality and Business Development Manager at Royal London. Steven Mcnally holds Mortgage Advice - Cf6, Financial Planning And Services, Pending from Chartered Insurance Institute.
Company email context
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Venture Financial Services Limited
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Profile bio
About Steven Mcnally
Consistently exceeding agreed new business revenue targets from an existing panel of Intermediaries - providing a high level of service, maintaining excellent working relationships with key clients and ultimately adding value to the intermedary market.
Current workplace
Steven Mcnally's current company
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Venture Financial Services Limited
5 roles
Steven Mcnally work experience
A career timeline built from the work history available for this profile.
Business Consultant
CurrentResponsible for managing the relationship for Vitality across the Life, Health and Invest space with intermediaries in Scotland.As a Business Consultant, I aim to add value to the Advisers I work with by helping them grow their business and build suitable solutions for their clients. I seek to build relationships with business owners and the individuals within the businesses I work with, to generate better productivity in their companies and assist in providing the best outcome for their clients.Identifying trends in the market and looking at Cross-sell opportunities, or generating sales ideas is a key responsibility for the role.
Apr 2019 - Present
Business Development Manager
Responsible for managing a large panel of accounts in selling Royal London’s Protection proposition to intermediaries in the UK. As a business development consultant, I aim to assist advisors in providing their clients with a holistic advisory service, protecting their clients and their families against the challenges and risks of the modern world.Through a consultative sales approach l also look to add value, analysing markets, and engaging with advisors to help them grow their business. I seek to build relationships with business owners, generate better productivity in their companies and ultimately increase their protection activity overall, and also using Royal London.*Exceeded 1st year full sales Target at 123%, whilst qualifying for Club Excel trip and Sales Master which is rewarded for consistent performance*Exceeded stretch target again in 2018 - hitting and exceeding all required thresholds for the alloacated panel of intermediaries*Invited to speak at the Royal London National Conference in 2019 to share ideas and best working practice
Aug 2016 - Apr 2019
Business Support Consultant
Jan 2016 - Aug 2016
Restaurant Manager
Fordyce & Ogilvy
Feb 2011 - Dec 2015
5 education records
Steven Mcnally education
Mortgage Advice - Cf6, Financial Planning And Services, Pending
Lp2, Financial Planning And Services, Pass
Financial Protection - Ro5, Financial Planning And Services, Pass
Financial Services, Regulations And Ethics - Ro1, Financial Planning And Services, Pass
Physical Education Teaching And Coaching
FAQ
Frequently asked questions about Steven Mcnally
Quick answers generated from the profile data available on this page.
What company does Steven Mcnally work for?
Steven Mcnally works for Venture Financial Services Limited.
What is Steven Mcnally's role at Venture Financial Services Limited?
Steven Mcnally is listed as Financial Advisor at Venture Financial Services Limited.
Where is Steven Mcnally based?
Steven Mcnally is based in Prestonpans, Scotland, United Kingdom while working with Venture Financial Services Limited.
What companies has Steven Mcnally worked for?
Steven Mcnally has worked for Venture Financial Services Limited, Vitality, Royal London, and Fordyce & Ogilvy.
How can I contact Steven Mcnally?
You can use AeroLeads to view verified contact signals for Steven Mcnally at Venture Financial Services Limited, including work email, phone, and LinkedIn data when available.
What schools did Steven Mcnally attend?
Steven Mcnally holds Mortgage Advice - Cf6, Financial Planning And Services, Pending from Chartered Insurance Institute.
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