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Steve Davis

Steve Davis

Chartered Financial Planner

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Cheshire

About me

I 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.

My details

I like helping people on:

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Pension transfers

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Tax

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Pensions - I’m approaching retirement

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Pensions – I’m retired

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Inheritance planning

My qualifications:

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Chartered Financial Planner

My charging model:

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Fixed £ fee