Steven Bloomfield
Dip PFS
My aim is to work with my clients over the longer term, holding at least annual review meetings and creating lifestyle plans, tailored to their personal goals and aspirations. The first meeting is without obligation, where I will be clear about the costs and services I provide. If you are happy we will look to work together over the future to help make any achievable and on track to your goals.
About
In line with my professional background, I have focused on developing specialist knowledge in relation to intergenerational wealth planning. Whether you would like to help your children onto the property ladder, contribute to a grandchild's education or wedding, or help your parents with later life planning, careful consideration can ensure your wealth works harder for all your family.
St. James's Place provides a range of family orientated financial products and services, enabling families to work collaborate to support each other across the generation. Working together, we can help you with a range of intergenerational planning needs.
Outside of work I am interested in health and wellbeing. I am an active member of my local gym and follow the local north east football clubs. I have recently taken up golf and currently working on my handicap.
Southlands Financial Services Ltd is a Partner Practice of St. James's Place, based in Newcastle upon Tyne. For over 30 years, we have been providing broad based advice to private and professional clients.
Our advice covers all areas of Wealth Management including investment planning, bespoke advice to retired clients, retirement planning, and protection. No two clients are the same, some are seeking help with specific challenges, such as inheritance tax planning, whilst others are seeking a full financial health check.
Promotions
Item 1 of 3
We have many years of experience in wealth management and we are dedicated to your financial well-being.
My team are dedicated to your financial well-being.Advice and services
We offer an excellent wealth management service which will help you achieve your goals
Testimonials
Item 1 of 35
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 17/09/2024
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.
Southlands Financial Services Ltd is registered in England and Wales, Number 11688153. Registered Office: 4 Hylands Close, Chester Le Street, DH3 2EG.
