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Steven McKelvie

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Chartered Financial Planner

Steven is a passionate Chartered Financial Planner who focuses on finding solutions for his clients objectives both in the short and longer term. Looking at things from an holistic view, considering impact of one solution on other financial areas and how to meet all objectives together. Steven also heads up the Financial advisers in the Worcester office and leads the development of the techincal staff in the office. 

Areas of expertise:

Holstic Financial Planning, Retirement Planning, Inheritance Tax Planning, Tax mitigation and protection 

Location: Worcester


01905 953624
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