Steve Liddle
Steve has lived in Herefordshire for 20 years, and has a wealth of experience in business management, planning and coaching. He also likes to give back to the community of Herefordshire with his continuous involvement with local charity as a Board member and trustee of The Courtyard Theatre and X-entricity Theatre Company.
Steve is ultimately passionate about helping others, and chose to start a career in Financial Planning to support people to achieve their financial goals and ambitions.
About
My ultimate goal is to cut through the financial ‘noise’ and get to the bottom of what really matters; you, your family, and achieving your goals. My mission is to simplify financial matters and create clarity in an ever changing world of legislation and change. Whatever your personal mission, I am there to support you every step of the way with tailored and personal guidance. I also understand that your circumstances may change, therefore I prefer to have an ongoing relationship based on trust so I can help every step of the way.
I can support in all areas of financial advice :
- Pension planning - what does your future look like?
- Retirement planning - are you nearing retirement and need clarity and support on your options?
- Cashflow modelling - are you feeling in the dark about what provisions you might need?
- Investment - do you have money that you would like to work harder for you, or would you like to build yourself a future provision to achieve a specific goal for you or your family?
- Inheritance and estate planning - are you concerned about the impact of inheritance tax on your family and want to protect them?
- Business planning - do you have a business and want to plan efficiently and ensure you are making the most of your allowances and contributions. Do you want to make your business more financially efficient?
- Personal protection - do you have the right level of cover in place for you or your family if you were unable to work, or in the event of death?
If you would like to know more, then please contact the me for a no-obligation chat. I would be delighted to support you.
The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.
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More about St. James's Place
St. James's Place Guarantee
St. James's Place guarantees the suitability of the advice given by members of the St. James's Place Partnership when recommending any of the wealth management products and services available from companies in the group, more details of which are set out on the Group's website.
SJP Approved 27/02/2025
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.
