Steve Cattle - Independent Financial Adviser

Independent financial advice for older people and their families

What does it do?

I provide independent financial advice to older people and their families.

I do this in whichever way suits my client - in their home or at my office.

My particular specialisms are:

 

  • Paying for Care
  • Equity Release
  • Inheritance Tax Planning
  • Pensions
  • Savings and Investment
  • Financial Advice for Disabled Adults and Parents of Children with Disabilities
  • Injury Trust Investment

 

A bit more about me

After leaving University in 2001, I starting working in the financial services sector, working for some of the largest IFA networks in the UK. During this time, I have gathered valuable knowledge and experience dealing with many different types of clients and their financial requirements.

I am a Senior Financial Adviser and have been with Explore Wealth Management since 2013.

We see ourselves as specialists in providing financial advice to those who are aged over 55 coming up to retirement, or are already retired and are seeking financial advice on what to do with their pension pot and other assets they own which are worth over £100,000.

Having happy clients is extremely important to myself and our dedicated team as evidenced by the positive feedback we receive from our clients this being mainly we are very easy to talk to, trustworthy, helpful and professional in our dealings.

Your first meeting is held entirely at our expense, without obligation and enables you to establish if we are right for you.

On a personal level my pace of life increased dramatically in 2014 with the arrival of twins. In my rare occasions of having spare time I enjoy golf, football and watching Rugby

 

Who it is for?

Older people and their families.

Where it is available?

Local service serving within 25km of NE73 7RZ.

What it costs:

I charge a fee for my services, and will provide a quotation before starting any chargeable work.

 

I offer a non-obigatory initial conversation without charge. 

How to access or apply for it:

Please phone or email me, as above.

Additional information:

My membership of SOLLA, the Society of Later Life Advisers, means that I am accredited by the Society and bound by its Code of Best Practice.

 

Qualifications

  • Diploma in Financial Planning
  • Cert CII (MP & ER)
  • Certificate in Equity Release
  • Certificate in Discretionary Investment Management
  • Accredited member of the Society of Later Life Advisers

 

Classification(s):

Info last updated:

18/03/2021
Provider
Explore House, 7 Berrymoor Court, Northumberland Business Park, Cramlington, Northumberland, NE73 7RZ