Steve Cfp

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Steve Hotham CFP

Locality: Tonbridge, United Kingdom
Summary: Strategic Wealth Management is a well established firm and my personal experience in the financial services sector extends over 2 decades. Our approach combines our capacity in financial matters with a belief in strategic planning as a means of shaping better financial and personal decisions. We work on a fee basis to ensure the impartiality of the planning aspect of our work from the implementation of financial arrangements. Prospective clients are invited to compare our approach before deciding whether we are the right firm to advise them over the years to come.
Current: Director at Strategic Wealth Management CFP at Institute of Financial Planning
Past: Principal Paraplanner at Paraplanning Direct Director at Insight Financial Planning Consultant at AEGON Scottish Equitable see less...
Education:  University of Lincoln  (1993-1996) 
 University of Lincoln Business, Finance (1993-1996) 

Industry: Financial Services
Skills: Retirees, high earning individuals and owner managers.
Experience: Strategic Wealth Management (Financial Services industry): Director,  (November 2009-Present) Wealth management fiirm working with private clients and trustees to help make effective financial decisions and to provide greater security and peace of mind.
Institute of Financial Planning (Financial Services industry): CFP,  (2007-Present) 
Paraplannin...
Interests: Personal development, spirituality, enrtrepreneur, reading, Tony Robbins, Eckhart Tolle, George Kinder, Michael Gerber, golf, eating out, family, travel, Spain
Interests: job inquiries, expertise requests, business deals, reference requests, getting back in touch
Groups: CII, PFS, IFP, Thames Gateway Chamber

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