Skip to main content

Steven McKelvie

Avatar silhouette

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 


01905 953624
View Steven McKelvie's profile on LinkedIn

Location: Worcester

Ready to secure your financial future?

Book a complimentary wealth consultation today.

Request a consultation

IMPORTANT: Investment involves risk. The value of investments and the income from them can go down as well as up and you may not get back the amount originally invested. Past performance is not a reliable indicator of future performance.

Back to top