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Steve Wood

Steve Wood

Certified Financial Planner

Steve started his career in financial services in 1985 becoming an Independent Financial Adviser in 1988 at Halifax Building Society. Steve subsequently spent 17 years at a national Accountancy Practice working alongside his audit, corporate finance and tax colleagues before moving on to a City based wealth management firm. Steve provides holistic wealth management advice to business owners, company executives, professional partners and other affluent investors. Steve is a Chartered member of the CISI and specialises in providing investment, estate planning and pre and post retirement planning advice.