Bio

Steve founded XL IFA in 2001 and proudly puts client interests at the heart of everything. His clients say that this is the main reason they choose XL IFA. They also value their long term relationships with Steve and that he is always happy to talk to them whatever the occasion or subject.

He was born locally, in Stowmarket, and now lives near Ipswich. He started his career in finance with Lloyds Bank in 1977 and was with them for 5 years before moving on to the Beneficial Bank (UK) for 12 years. Steve then progressed onto financial planning in 1994 at the Prudential Group.

Steve has a Diploma in Financial Advice from the Institute of Financial Services and has the CII’s Long term care and equity release award.

An ardent supporter of Ipswich Town Football Club and season ticket holder, he also belongs to Henley Road Sports Club where you can find him taking part in racket ball or 5-a-side football. Steve is also an active member of his local church and a member of the Association of Christian Financial Advisers. He is also treasurer for a local pregnancy counselling organisation.

Specialisms

Retirement income planning
Investments
Inheritance Tax and Estate planning
Business exits, succession planning and Business Property Relief (BPR)
Long term care needs

Contact

07786 003307
enquiries@xlifa.co.uk