Malcolm Steel's Location
Edinburgh, GB
Malcolm Steel's Work
- Client Strategy Director @ Mearns & Company
- Director @ Lightbox Reward
- Treasurer @ Society of Trust & Estate Practitioners
- Judge @ Corporate Adviser Awards
Malcolm Steel's Education
- STEP
STEP Diploma in Trusts & Estates (Scotland)
2010 - 2012 - Chartered Insurance Institute
Malcolm Steel's Skills
- Wealth Management
- Pensions
- Retirement Planning
- Financial Advisory
- Investments
- Inheritance Tax Planning
- Investment Strategies
- Retirement
- Wealth
- Investment Advisory
Malcolm Steel's Summary
Malcolm Steel, based in Edinburgh, GB, is currently a Client Strategy Director at Mearns & Company, bringing experience from previous roles at Lightbox Reward, Society of Trust & Estate Practitioners and Corporate Adviser Awards. Malcolm Steel holds a 2010 - 2012 STEP Diploma in Trusts & Estates (Scotland) @ STEP. With a robust skill set that includes Wealth Management, Pensions, Retirement Planning, Financial Advisory, Investments and more, Malcolm Steel contributes valuable insights to the industry. Malcolm Steel has 2 emails on RocketReach.
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Others Named Malcolm Steel
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13
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ViewClaire McDowell
Continuous Improvement Manager at Mearns & Company
Edinburgh, Edinburgh, United Kingdom1 -
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