Holly Mckay
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    • Home • Advice • Advisers
    Steve Davis

    Steve Davis

    Chartered Financial Planner

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    Cheshire

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    About me

    I am a Fellow of the Personal Finance Society (PFS) – the highest designation awarded by the Personal Finance Society. Completion of the Fellowship programme shows that I have attained and maintained the most prestigious level of professional financial planning achievement and that I adhere to a stringent professional Code of Ethics.

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    My details

    I like helping people on:

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    Pension transfers

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    Tax

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    Pensions - Approaching retirement

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    Pensions – Retired

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    Estate and Inheritance planning

    My qualifications:

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    Chartered Financial Planner

    My charging model:

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    Fixed £ fee

    Important stuffHolly and the team have worked in the finance industry for many years but we are not regulated to give you personal financial advice. For every story on this website about a good investment, or something which went up by 10% or made someone £200, we could also share a story about a bad investment, something which fell in value or lost someone £200. We aim to provide general information and pointers – and btw we are totally agnostic about which providers you might pick – but if you have complex affairs, want personalised advice or need specific recommendations, please look at advice pages and see if regulated digital or traditional financial advice would be the best solution for your needs. Boring Money Ltd is a limited company registered in England and Wales under registration number 09459832 and we have our registered office at 10 Lower Thames Street, London, England, EC3R 6AF.
    Risk warningAs is always the case with investing, your capital is at risk. The value of your portfolio can go down as well as up and you may get back less than you invest. Tax treatment depends on your individual circumstances and may change in the future.
    Boring Money Ltd is a limited company registered in England and Wales under registration number 09459832 and we have our registered office at 10 Lower Thames Street, London, England, EC3R 6AF.