Steven Heyes
BSc (Hons) AFPS Certs (MP)
Steven is the sole founder and is a Chartered Financial Planner. Steven established his company in January 2008 and was founded on Steven’s passion to provide outstanding service for all his clients based on trust, honesty and integrity.
About
Prior to joining St. James's Place, Steven worked as a Trainee Adviser for Inter-Alliance Financial and then worked for a St. James's Place Practice as an Adviser. Steven qualified as a financial adviser in 2003 and has been with St. James's Place for over 15 years, and in 2017 Steven became a Chartered Financial Planner through the Chartered Insurance Institute (CII). Steven understands the need to provide excellent service and advice to all his clients, and achieves this through client meetings and understanding what is important to his clients.
Steven’s time is focused on the following:
- Creating strategic/financial plans for our clients
- Focusing on the company’s service and growth strategy
Steven specialises in:
- Defined Benefit pension reviews
- IHT and estate planning
- Intergeneration planning
- Reviewing existing pension and investment assets
- Succession and aspects of exit planning for business owners
- Tax efficient profit extraction
- Complex trust* planning
In his spare time, Steven loves to travel, is a keen cross fitter and his passion is watching his local rugby team St. Helen’s.
*Trusts are not regulated by the Financial Conduct Authority.
Accreditations
Prestigious industry status recognises the value I place on my development and gives clients the confidence that they are supported by one of the UK’s leading wealth professionals.
Click on the accreditations for more information
The Partner is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the group's wealth management products and services, more details of which are set out on the group's website www.sjp.co.uk/products. The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives.
