Steven Read

Steven is an experienced Chartered Financial Planner providing a financial planning advice service to individuals, businesses, charities and trusts. This involves gaining a clear understanding of their needs and developing effective relationships and robust plans to help achieve their goals.

He provides holistic financial planning covering areas including pensions and retirement planning, tax efficient investments, financial protection and inheritance tax planning.

He is highly qualified and has been awarded the designation of Fellow of the Personal Finance Society (FPFS) in recognition of his commitment to professional excellence.

Steven spends his spare time with his family sampling the delights of local restaurants and taking long walks along the beach with his dogs. Steven likes to put something back into society and is proud to be a regular blood donor and he also takes part in fun runs to raise funds for charity.

Areas of expertise