Steve Bolam

Steve has worked in Financial Services for 35 years. He has had roles in the past managing business to business relationships as well as advising and assisting advisers find suitable solutions for their clients needs and objectives.

Steve has a wide variety of experience and knowledge in Retirement Planning Solutions both at the stage of planning for retirement and accessing pensions and investments by utilising tax efficient strategies and cashflow management.

He also takes a qualitative approach to providing clients with the needed Protection for their families and their business.

Steve and his family enjoy travelling on holidays to Scotland and Italy. He always enjoys a good coffee with friends and family!

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Other Posts

How to get the most from your savings

How to get the most from your savings

8th June 2022

How to save for your child’s future

How to save for your child’s future

28th January 2022

Why a financial review should be your Christmas present to you and your kin.

Why a financial review should be your Christmas present to you and your kin.

14th December 2021