Principal
CurrentAdvising clients with regards to Estate Planning
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Steve Worsfold is listed as Chartered Financial Planner and Estate Planner at Sussex Will Writers at Sussex Will Writers, based in Worthing, England, United Kingdom. AeroLeads shows phone signal with area code 773 and a matched LinkedIn profile for Steve Worsfold.
Steve Worsfold previously worked as Principal at Sussex Will Writers and Independent Financial Advisor at 2Plan Wealth Management Ltd. Steve Worsfold holds Bachelor Of Arts (B.A.), English Literature from Southampton University.
Chartered Financial Planner and Estate Planner with over 30 years' experience of advising clients to pass on assets to their loved ones. I also provide a service to clients with regards to Wills/Trusts/Funeral Plans and Lasting Powers of Attorney.
Listed skills include Financial Advisory, Retirement Planning, Sales, Financial Planning, and 15 others.
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Worthing, England, United Kingdom
Advising clients with regards to Estate Planning
Worthing
Senior Financial Consultant advising High Net Worth Clients with regards to Inheritance Tax,Pension Provision and Investment Planning via Seminars
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Steve Worsfold works for Sussex Will Writers.
Steve Worsfold is listed as Chartered Financial Planner and Estate Planner at Sussex Will Writers at Sussex Will Writers.
AeroLeads has found 2 phone signal(s) with area code 773 for Steve Worsfold at Sussex Will Writers.
Steve Worsfold is based in Worthing, England, United Kingdom while working with Sussex Will Writers.
Steve Worsfold has worked for Sussex Will Writers, 2Plan Wealth Management Ltd, Positive Solutions, Friends Provident, and London Life.
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Steve Worsfold holds Bachelor Of Arts (B.A.), English Literature from Southampton University.
Steve Worsfold is listed with skills including Financial Advisory, Retirement Planning, Sales, Financial Planning, Start Ups, Portfolio Management, Critical Illness, and Investments.
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