Steve Howard

Steve Howard Email and Phone Number

Director at Oculus Wealth Management (Oxfordshire) Limited @
Steve Howard's Location
Greater Oxford Area, United Kingdom
Steve Howard's Contact Details

Steve Howard personal email

n/a
About Steve Howard

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

Steve Howard's Current Company Details
Oculus Wealth Management (Oxfordshire) Limited

Oculus Wealth Management (Oxfordshire) Limited

Director at Oculus Wealth Management (Oxfordshire) Limited
Steve Howard Work Experience Details
  • Oculus Wealth Management (Oxfordshire) Limited
    Director
    Oculus Wealth Management (Oxfordshire) Limited Sep 2018 - Present
    Oxfordshire
    I 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
  • Howard Wealth Limited
    Managing Director
    Howard Wealth Limited Jan 2015 - Jul 2020
    Oxfordshire
    Marketing 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.
  • Xperion Training And Consultancy Limited
    Consultant
    Xperion Training And Consultancy Limited Oct 2015 - Jun 2020
    Uk And Internationally
    Xperion 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.
  • Philip T English International Financial Services Ltd
    Senior Consultant
    Philip T English International Financial Services Ltd Jan 2015 - Sep 2018
    Oxfordshire
    Philip 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.
  • Barclays Wealth And Investment Management
    Vice President
    Barclays Wealth And Investment Management Jul 2012 - Jun 2014
  • Coutts & Co
    Director
    Coutts & Co Aug 2010 - Jul 2012
  • Hotbed Limited
    Head Of Business Development
    Hotbed Limited Jan 2009 - Aug 2010
  • Credit Suisse
    Relationship Manager
    Credit Suisse May 2004 - Jan 2009
  • Coutts & Co
    Senior Private Banker
    Coutts & Co Oct 1997 - May 2004
  • Natwest Bank
    Training Manager, Heythrop Park
    Natwest Bank 1992 - 1995

Steve Howard Skills

Investments Wealth Management Wealth Management Services Private Banking Investment Advisory Private Equity Portfolio Management Corporate Finance Alternative Investments Asset Management Banking Equities Business Planning Finance Financial Services Funding Hedge Funds High Net Worth Individuals Strategy Venture Capital Mergers And Acquisitions Mergers

Steve Howard Education Details

  • Beauchamps High School, Wickford, Essex
    Beauchamps High School, Wickford, Essex
    Acsi 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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