Steve Kirby
FPMI APFS, Chartered Financial Planner
Everyone has different needs so you can be assured that you will not just get the same “one size fits all” approach that is so common within the industry. Instead, I will take the time to get to know you before tailoring the most appropriate financial solution for you.
About
With over 20 years working in the financial services industry I have seen a range of different financial cycles and witnessed constant changes in rules and regulations. During this time, I have been able to help my clients adapt their financial planning to reflect their evolving needs and to ultimately meet their financial objectives.
Wealth management is becoming increasingly complex and so the need for expert guidance is now more crucial than ever in building and maintaining your financial security.
We live in a busy world where nothing much stands still – be it the economy, tax, legislation or just as important, your own personal circumstances. It is important that any financial strategy can evolve to take advantage of these changes since any one of these could add another dimension to the financial plan.
I will work with you to design a wealth management strategy specific to your needs, objectives and timelines. Then by close contact and regular review ensure that this remains appropriate.
As a result of my long term approach, integrity and attention to detail many of my clients come from personal recommendations.
Testimonials
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.
