Steven Bevan
Chartered Financial Planner & Fellow of the Personal Finance Society, Certs CII (MP & ER), MA (Master of Arts)
My core values focus upon offering an expert service of distinct quality, integrity and excellence. This in turn gives financial peace of mind to discerning clients living or working in the South East or City of London.
I offer the benefit of a single relationship to help meet all financial needs, whether these are pre or post retirees or working professionals looking to grow, manage, protect or preserve wealth. Along with business owners/directors looking to ensure the appropriate strategy is in place for the company.
About
I am a Fellow of the Personal Finance Society (PFS) and Chartered Institute of Insurance (CII). Fellowship of the CII is regarded as the premier designation for those working in the financial services profession. A Chartered Financial Planner with over 20 years’ experience in the industry, I provide a bespoke wealth management service individually tailored to my clients’ needs.
My core values focus upon offering an expert service of distinct quality, integrity and excellence. This in turn gives financial peace of mind to clients, offering the benefit of a single relationship to meet all financial needs. I offer a dedicated, personal relationship with all my clients, whether their priority is to:
- Preserve and build wealth
- Manage cash and borrowings
- Establish financial protection against risk
- Reduce Inheritance Tax liabilities
Your Confidential Review.
If you would like a no obligation Confidential Review please contact me.
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Advice and services
We offer an excellent wealth management service which will help you achieve your goals
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 19/03/2024
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.
