Steve Davies Email
Director and Financial Adviser @ Luma Financial Planning
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Steve Davies Location
- Whiteley, GB
Steve Davies Work
- 2018 -now Director and Financial Adviser @
- 2016 -2018 Financial Adviser and Director @ Simply Wealth
- 2012 -2016 Financial Advisor @ Simply Finance Group Ltd
- 2010 -2012 Financial planning manager @
- 2007 -2010 Mortgage Adviser @ Simply Finance Group Ltd
Steve Davies Education
- Crofton School, Stubbington
Steve Davies Skills
- Wealth Management
- Financial Planning
- Financial Services
- Income Protection
- Financial Advisory
- Investments
- Relationship Management
- Insurance
- Pensions
- Residential Mortgages
- Retirement Planning
- Critical Illness
- Portfolio Management
- Life Insurance
- Strategic Financial Planning
- Mortgage Lending
- Project Management
- Leadership
- Loans
- Banking
- Management
- Pension Funds
- Customer Service
- Business Relationship Management
- Stakeholder Management
- Change Management
- Business Transformation
- Strategy
- Project Delivery
- Business Process Improvement
- Governance
- Team Leadership
- Project Portfolio Management
- Stakeholder Engagement
- Public Sector
- PMO
- Organizational Design
- Culture Change
- Management Consulting
- Programme Delivery
- Local Government
- Trade Finance
- Commercial Banking
- Credit Risk
- Credit
- Financial Reporting
- Commercial Lending
- Credit Analysis
- Agile
- Mobile
- HTML
- CSS
- Program Management
- Web Development
- Production
- User Experience
- Consultancy
- PHP
- Linux
- Web Project Management
- CMS
- ITIL
- JavaScript
- Agile Methodologies
- Mobile Devices
- Scrum
- Integration
- SEO
- IT Strategy
- Mobile Applications
- IT Management
- Start Ups
- Outsourcing
- Consulting
- Search Engine Optimization
- Content Management Systems
Steve Davies Summary
- Steve Davies, based in Whiteley, GB, is currently a Director and Financial Adviser at Luma Financial Planning. Steve Davies brings experience from previous roles at Simply Wealth, Simply Finance Group Ltd and Hsbc. Steve Davies holds a Crofton School, Stubbington. With a robust skill set that includes Wealth Management, Financial Planning, Financial Services, Income Protection, Financial Advisory and more. Steve Davies has 2 emails on RocketReach.
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Top Luma Financial Planning Employees
Kate Lamb
Director of Sales
Hedge End, GB
Steve Davies
Director and Financial Adviser
Whiteley, GB
Emma Nugent
Head of Advice and Paraplanning
Whiteley, GB
Sam McEwan
Marketing Executive
Portsmouth, GB
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