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Steve Fleming

Chartered Financial Planner

Expertise in

Estate Planning

Financial Protection

Investment Management

Retirement Planning

Wealth Management

Location

Based in

South East

Covers

Hampshire, Berkshire, Surrey

Steve Fleming

Chartered Financial Planner

I have over 25 years’ experience as a Financial Planner, I am a Chartered Financial Planner and have completed the Society of Trust and Estate Practitioners (STEP) certificate in Trust and Estate Planning.

Alongside pensions and retirement planning I am experienced in advising clients, their families and trustees on the issues affecting them, this might include investments, tax efficiency and financial coaching.

Trust and understanding is key to how I work. Often clients approach me when their circumstances have changed or when they want to make plans for their future and are unsure how to achieve them, they are seeking positive outcomes in their lives and understanding financial reality is part of this. I use Cash Flow Modelling to help clients visualise their financial future and make plans to achieve their objectives.

Expertise in

Estate Planning

Financial Protection

Investment Management

Retirement Planning

Wealth Management

Location

Based in

South East

Covers

Hampshire, Berkshire, Surrey

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