Steve Nowosad
Chartered Financial Adviser
FCA reference number: SRN01033
I have been at Hargreaves Lansdown since late 2007, taking on various roles within the advisory team before becoming a Chartered Financial Adviser. I cover all aspects of advice, with a particular focus on retirement planning and more complex types of pension.
I have been at Hargreaves Lansdown since late 2007, taking on various roles within the advisory team before becoming a Chartered Financial Adviser. I cover all aspects of advice, with a particular focus on retirement planning and more complex types of pension.
Expertise
Financial planning Investment Management Pensions & Retirement Planning Defined Benefit Pension Transfers Estate & Inheritance Tax Planning Later Life & Long Term Care Planning Protection Planning
Qualifications
- Advanced Diploma in Financial Planning
- Fellow of the Personal Finance Society
- Pension Transfer Specialist
- BEng Degree
Region and method of advice
Working remotely, I offer flexible consultations by phone or video call, mainly serving clients in the London and South East regions.
Phone and Video call
Region and method of advice
Working remotely, I offer flexible consultations by phone or video call, mainly serving clients in the London and South East regions.
Approach and experience
I have a technical background with an eye for detail, which helps when navigating ever-changing legislation and complex client personal circumstances. I build trust with my clients through honesty and clarity, ensuring that you understand what we are doing and why.
Although I cover all types of financial planning, I am most often helping clients with retirement planning. There are many options and through consultative discussion we work out what works best for you.
Steve has helped us plan, walked through the big decisions we would need to make, guided us through the options to arrive at a plan that was right for us. We are now confident of being ready to retire in the near future with a clear plan in place and we couldn't have done it without Steve.
Mr Barnes
Personal interests
My passion is most things with wheels, particularly cars and bikes. I love driving and tinkering with my Lotus Elise, although sadly it only fits two out of three of us in the family at any one time!