Steven Milford

Financial Planner

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Qualifications

  • Diploma in Financial Planning
  • Certificate in Financial Planning
  • Certificate in Discretionary Investment Management
  • Certificate in Life & Pensions

Meet Steven

At work

Steve has been working in financial services since 2005 and became a Financial Adviser in 2008.

He specialises in both working towards a client’s needs and goals, as well as ensuring a seamless administration process. Steve embraces technology to benefit both our clients and our working environment. He enjoys meeting with his clients regularly; at least once a year.

At home

Outside of work, Steve enjoys most sports, particularly football.

He also loves travelling and spending time with his family.

The important stuff

All regulated financial advisers must be authorised by the Financial Conduct Authority (FCA) and therefore appear on their register. You can find Steve’s entry here.

Furthermore, all advisers must have an up-to-date Statement of Professional Standing (SPS). This shows they are suitably qualified and have carried out the required amount of Continuous Professional Development (CPD). You should be wary of any advisers who refuse to provide copies of their SPS. You can click here to view Steve’s..

Get in touch

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