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Steven MacKay

Independent Financial Adviser

Expertise in

Estate Planning

Financial Protection

Investment Management

Retirement Planning

Wealth Management

Location

Based in

West Midlands

Covers

Worcestershire, West Midlands, Shropshire

Steven MacKay

Independent Financial Adviser

I have 33 years industry experience working within the IFA Community via Scottish Life, AIG, Prudential and with the last 5 years spent specialising in providing financial advice to private wealth clients.

Specialising in helping clients with their investments, pensions, protection, and estate planning needs. I am able to advise on all wealth and financial planning areas helping clients meet their financial goals and aspirations.

HM Revenue & Customs collected £4.6bn in inheritance tax between April and December 2021 – an increase of £600m on the year before. My Mission is to educate my clients of the risk to their estates and preserve this for the future generations via intergenerational family planning.

Expertise in

Estate Planning

Financial Protection

Investment Management

Retirement Planning

Wealth Management

Location

Based in

West Midlands

Covers

Worcestershire, West Midlands, Shropshire

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