Staffordshire
Steve is a Chartered Financial Planner and a Fellow of the Personal Finance Society. Being client-driven, he can ensure he provides the highest level of both service and advice.
Steve’s experience comes from advising both personal and business clients in respect of advice on pensions, retirement, investments, life assurance and inheritance/general tax planning.
Having worked in Financial Services since 2001, initially within the Banking Sector, he has gained experience working together with both Personal and Business clients, advising on a variety of areas. In 2014, Steve established his own Independent Financial Advisors (IFA) business, completing an acquisition in 2016.
The Financial Conduct Authority does not regulate taxation or trusts
We always take great care and use best endeavours to make every effort to get things right first time, we appreciate that mistakes can occasionally happen. If you believe something is not correct or you are unhappy with any aspect of our service, please do get in touch with us. Your Financial Planner should be your first point of contact. Alternatively, you can contact their Office Principal using the details provided on this website. We will listen to your concerns and do our best to resolve the matter promptly and fairly.
If you wish to make a complaint, please contact the Complaints Inbox at complaints@pfgl.co.uk and the matter will be handled in line with the complaint handling rules set down by our regulator, The Financial Conduct Authority.
If after your complaint has been investigated, you remain unhappy with our response, you may be able to refer your complaint to the Financial Ombudsman Service, which can be contacted as follows:
The Financial Ombudsman Service, Exchange Tower, 1 Harbour Exchange Square, London, E14 9SR
Tel: 0800 023 4567
