Steven Fpfs Email
Chartered Financial Planner @ AGL Wealth Management Ltd
5 free lookup(s).
No credit card required.
Steven Fpfs Location
- Glasgow, GB
Steven Fpfs Work
- 2010 - now Chartered Financial Planner @
- 2011 - 2024 Senior Wealth Manager @
- 2001 - 2011 Senior Private Banking Manager @ RBS Private Banking
- 2000 - 2001 Investment Services Consultant @ RBS/Newton Investment Management
- 1993 - 2000 Senior Financial Planning Manager @ Royal Scottish Assurance
Steven Fpfs Education
- The University of Edinburgh
Bachelor of Commerce (B.Com) (Accountancy & Business Studies)
1990 - 1993
Steven Fpfs Skills
- Estate Planning
- Financial Advisory
- Independent Financial Advice
- Banking
- Financial Planners
- Pensions
- Investment Products
- Retirement Planning
- Financial Planning
- Wealth Management Services
- Portfolio Management
- Investments
- Solicitors
- Asset Allocation
- Income Protection
- Investment Advisory
- Asset Managment
- Wealth Management
- Mutual Funds
- Strategic Financial Planning
- High Net Worth Individuals
- Accountants
- Trusts
- Wealth
- Financial Advice
- Retirement
- KYC
- Structured Products
Steven Fpfs Summary
- Steven Fpfs, based in Glasgow, GB, is currently a Chartered Financial Planner at AGL Wealth Management Ltd. Steven Fpfs brings experience from previous roles at AGL Wealth Management Ltd, RBS Private Banking, RBS/Newton Investment Management and Royal Scottish Assurance. Steven Fpfs holds a 1990 - 1993 Bachelor of Commerce (B.Com) in Accountancy & Business Studies @ The University of Edinburgh. With a robust skill set that includes Estate Planning, Financial Advisory, Independent Financial Advice, Banking, Financial Planners and more. Steven Fpfs has 1 emails on RocketReach.
5 free lookup(s).
No credit card required.
If you need more lookups,
subscriptions start at $34 USD/month.
Looking for a different Steven Fpfs?
Find contact details for 700 million professionals.
Others Named Steven Fpfs
Steven Fpfs
Chartered Financial Planner
Manchester, GB
Steve Fpfs
Director: Financial Planning
London, GB
Steven Fpfs
Chartered Financial Planner
Marlow, GB
Top AGL Wealth Management Ltd Employees
Steven Fpfs
Chartered Financial Planner
Glasgow, GB
Lesley Ross
Wealth Services Executive
Glasgow, GB
Lynn Manley
Client Services Manager
Glasgow, GB
Cameron McKinnon
IFA ADMINISTRATOR
Motherwell, GB
How It Works
Get a Free Account
Sign up for a free account. No credit card required. Up to 5 free lookups. 
Search the #1 Contact Database
Get contact details of over 700M profiles across 60M companies - all with industry-leading accuracy. Sales and Recruiter users, try out our Email Finder Extension. 
Use our AI-Powered Email Finder
Find business and personal emails and mobile phone numbers with exclusive coverage across niche job titles, industries, and more for unparalleled targeting. Also available via our Contact Data API. 
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co