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Who will I be dealing with?

Who will I be dealing with?

We have financial advisers based across the UK (including Scotland and Northern Ireland) providing nationwide coverage.

Steven Edwards - FPFS

Steven’s career in financial services began in 1994 in the banking industry, the next 9 years saw him manage the branch, qualify as an adviser and advise clients on a full range of topics. He joined Hargreaves Lansdown in 2013 and is qualified to both Chartered and Fellowship level.

FCA reference number: SJE00019

Steven Edwards

Qualifications

  • Chartered Financial Planner
  • Advanced Financial Planning Certificate (1995 Scheme)
  • Fellow of the Chartered Insurance Institute
  • G10 Taxation & Trusts
  • G70 Investment Portfolio Management
  • G20 Advanced Financial Planning
  • Step Certificate for Financial Services
  • G60 Pensions

Areas of advice

  • Savings and investments
  • Business investments
  • Funding retirement
  • Trustee investments
  • Pension transfers
  • Estate planning
  • Taking retirement benefits
  • Long-term care planning
  • Protection

Client feedback

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