Steve Howard work email
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Steve Howard personal email
Thank you for viewing my profile.I have a wide knowledge and broad experience of the financial service industry and for the past 20 years have specialised in advising private clients including entrepreneurs, family business owners and corporate executives. I provide bespoke advice on a wide range of matters, including tax efficiency, retirement planning and investment management, often when clients are about to receive lump sums from sales of businesses, share option arrangements, pensions, inheritances and other settlements. Additionally, I share my knowledge with a range of UK and International business through providing training and related consultancy. This covers a broad range of areas including financial and credit analysis, sales and relationship management. I pride myself on giving excellent service and clear advice to ensure clients have detailed and individual tailored solutions, enabling them, their families and their business interests to achieve their financial goals and aspirations. Call or email me for an initial no obligation confidential discussion.07900 317505steve.r.howard@hotmail.co.uk
Oculus Wealth Management (Oxfordshire) Limited
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DirectorOculus Wealth Management (Oxfordshire) Limited Sep 2018 - PresentOxfordshireI established Oculus Wealth Management (Oxfordshire) Limited to provide a holistic financial planning service to private individuals, families, Trustees and corporate bodies. My advice includes retirement planning, long-term tax planning, investment planning and asset management. Central to my advice is the strategic use of quality third party institutions who compliment the traditional financial planning service.Oculus Wealth Management was established in 2013 and I am pleased to be part of an successful wealth manager with vast financial services experience and with a strategic network of offices around the UK. www.oculuswealth.co.uk
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Managing DirectorHoward Wealth Limited Jan 2015 - Jul 2020OxfordshireMarketing and lead generation for the provision of independent financial advice.Authorised introducer to sources of personal and commercial finance and banking services. Financial training: Consultancy and delivery in the UK and Internationally.
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ConsultantXperion Training And Consultancy Limited Oct 2015 - Jun 2020Uk And InternationallyXperion Training & Consultancy Limited was created in 2003 and has wide-ranging international experience and expertise in helping companies develop all aspects of their sales, management and related business skills.We deliver high quality and innovative training and consultancy solutions that provide significant and tangible business benefits. Every solution is specifically tailored to the individual needs of each business, ensuring maximum impact on staff, customers and other key stakeholders.The company has a well deserved reputation for quality, integrity and innovation resulting from many years of building relationships with our clients based on trust and mutual respect. Our collaborative, fresh and determined approach enables us to provide valuable strategic insights and direction to find the best solutions to even the most complex challenges.
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Senior ConsultantPhilip T English International Financial Services Ltd Jan 2015 - Sep 2018OxfordshirePhilip T English International Financial Services Limited specialises in all aspects of financial planning and Wealth Management for both private and corporate clients. For over 40 years we have been specialising in discretionary portfolio management, financial planning advice, pension planning and tax planning strategies. -
Vice PresidentBarclays Wealth And Investment Management Jul 2012 - Jun 2014 -
DirectorCoutts & Co Aug 2010 - Jul 2012 -
Head Of Business DevelopmentHotbed Limited Jan 2009 - Aug 2010 -
Relationship ManagerCredit Suisse May 2004 - Jan 2009 -
Senior Private BankerCoutts & Co Oct 1997 - May 2004
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Training Manager, Heythrop ParkNatwest Bank 1992 - 1995
Steve Howard Skills
Steve Howard Education Details
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Beauchamps High School, Wickford, EssexAcsi Acib
Frequently Asked Questions about Steve Howard
What company does Steve Howard work for?
Steve Howard works for Oculus Wealth Management (Oxfordshire) Limited
What is Steve Howard's role at the current company?
Steve Howard's current role is Director at Oculus Wealth Management (Oxfordshire) Limited.
What is Steve Howard's email address?
Steve Howard's email address is st****@****l.co.uk
What schools did Steve Howard attend?
Steve Howard attended Beauchamps High School, Wickford, Essex.
What are some of Steve Howard's interests?
Steve Howard has interest in Children, Skiing, Education, Cycling, Watching Sport, Travel, Arts And Culture.
What skills is Steve Howard known for?
Steve Howard has skills like Investments, Wealth Management, Wealth Management Services, Private Banking, Investment Advisory, Private Equity, Portfolio Management, Corporate Finance, Alternative Investments, Asset Management, Banking, Equities.
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Steve Howard
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