Steve Parnell
DipPFS
Steve started the Practice in financial services in 1986 and is fully qualified at Diploma level. He achieved a BA honours degree in Government and Sociology from the University of Essex.
About
He joined St. James's Place in 2003 having spent 17 years previously within the Zurich group.
Steve works with every client to provide a holistic solution to their financial needs. He provides a tailored solution which requires a full understanding of each client’s current and ongoing situation. Steve works with them on a face to face basis.
He has been a Member of SOLLA (Society of Later Life Advisers) since 2017 and has specialised in advising clients and their families with Care fees, Equity Release* and Inheritance tax planning.
For recreation Steve plays tennis and golf and has supported Arsenal Football Club from the age of 4.
* Equity release is a lifetime mortgage or home reversion plan. To understand the features and risks associated with such products, please ask for a personalised illustration.
Accreditations
Prestigious industry status recognises the value I place on my development and gives clients the confidence that they are supported by one of the UK’s leading wealth professionals.
Click on the accreditations for more information
The Partner Practice 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) for the purpose of advising solely on the group's wealth management products and services, more details of which are set out on the group's website www.sjp.co.uk/products. The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives. Partners: Steve Parnell
