Steve Fcsi Email & Phone Number
Chief Executive, Chartered Fellow and Certified Financial Planner (CFP) @ Smart Financial
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Steve Fcsi Location
- Manchester, GB
Steve Fcsi Work
- Chief Executive, Chartered Fellow and Certified Financial Planner (CFP) @ (October 2008 - Present)
- Director @ (October 2016 - Present)
- Chief Executive Officer @ (October 2016 - Present)
- Director @ Change the Future Program (April 2012 - Present)
- Managing Director @ Smart SSAS (September 2012 - Present)
- Chief Executive Officer @ (September 2014 - May 2016)
- Chairman @ (April 2014 - May 2016)
- Branch Chair - Manchester and North West @ Institute of Financial Planning (January 2010 - December 2014)
- Partner and Certified Financial Planner (CFP) and Independent Financial Adviser (IFA) @ Christian Douglass Wealth Management (April 2008 - September 2008)
- Partner and Certified Financial Planner (CFP) and Independent Financial Adviser (IFA) @ Christian Douglass Financial Planning (October 2005 - March 2008)
- Development Manager and Certified Financial Planner (CFP) and Independent Financial Adviser (IFA) @ Multiplex Wealth Managament (January 2004 - September 2005)
- Managing Director and Independent Financial Adviser (IFA) @ Bollinton Financial Services (April 2003 - December 2004)
- Financial Planner and Independent Financial Adviser (IFA) @ Haines Watts Financial Services (January 2001 - April 2003)
Steve Fcsi Education
- University of Glasgow
Medicine
1993-1998 - Belmont Academy
School! (School!!)
1987-1992
Steve Fcsi Skills
- Estate Planning
- Financial Advisory
- Banking
- Financial Planners
- Estate Tax Planning
- Retirement Planning
- Financial Planning
- Wealth Management Services
- Portfolio Management
- Tax
- Investments
- Finance
- Asset Allocation
- Financial Services
- Wealth Management
- High Net Worth Individuals
- Risk Management
- Asset Management
- Financial Analysis
- Wealth
- Succession Planning
- Retirement
Steve Fcsi Summary
- Steve Fcsi, based in Manchester, GB, is currently a Chief Executive, Chartered Fellow and Certified Financial Planner (CFP) at Smart Financial. Steve Fcsi brings experience from previous roles at The Financial Planning Training Academy, Change the Future Program and Smart SSAS. Steve Fcsi holds a 1993 - 1998 Medicine @ University of Glasgow. With a robust skill set that includes Estate Planning, Financial Advisory, Banking, Financial Planners, Estate Tax Planning and more. Steve Fcsi has 4 emails and 4 mobile phone numbers on RocketReach.
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