Steven Donnelly (DipFA PETR CertLTCP MLIBF)
Financial Planner
Chester office
Role at Quilter Cheviot Financial Planning
Steven has extensive financial services experience gained over the past 15 years. His career began in the banking sector, later progressing to work as an adviser in private practice providing holistic financial advice. He is passionate about providing clients with the highest levels of ongoing service and specialises in advising private individuals on investment, retirement and estate planning. Steven is continuing his professional development to achieve chartered status in the near future.
Transferring out of a Final Salary scheme is unlikely to be in the best interests of most people.