Financial adviser @ Prudential (June 2015 - September 2019)
Financial Adviser @ Self employed at Ward Financial Serviced (January 2014 - June 2015)
Financial adviser @ self employed at Gartland Financial Solutions (August 2009 - January 2014)
Steve Oldfield Education
Prestatyn high school 1969-1976
Steve Oldfield Skills
Wealth Management
Mutual Funds
Investment Advisory
Finance
At Retirement Advice
Investment Strategies
Inheritance Tax Planning
Equity Release
Self Invested Personal Pension
ISAs
Investment Bonds
Wraps
Steve Oldfield Summary
Steve Oldfield, based in Rhyl, GB, is currently a Paraplanner at Chase de Vere. Steve Oldfield brings experience from previous roles at Uniec prestige, Lighthouse Financial Advice, Prudential and Self employed at Ward Financial Serviced. Steve Oldfield holds a 1969 - 1976 Prestatyn high school. With a robust skill set that includes Wealth Management, Mutual Funds, Investment Advisory, Finance, At Retirement Advice and more. Steve Oldfield has 1 emails on RocketReach.
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