Steven Williams CFP^CM

CERTIFIED FINANCIAL PLANNER^CM Professional

Steven encourages a partnership approach with clients in order to develop a clear and meaningful understanding of what they want to achieve. A proactive working relationship is then developed to keep things on track as needs and life then evolve.

As well as being a CERTIFIED FINANCIAL PLANNER Professional, Steven is also a Registered Life Planner.

 http://kinderinstitute.com/consumer.html

Steven also has extensive experience of working with organisations in the Not for Profit sector. Steven enjoys working with trustee bodies to help them monitor and manage their investment funds.

Qualifications

• Kinder Institute Registration
• CERTIFIED FINANCIAL PLANNER^CM Professional
• Member of the Personal Finance Society
• AFPC G10 Taxation and Trusts
• AFPC G60 Pensions
• RO2 Investment Principles & Risk
• RO1 Financial Services, Regulation & Ethics
• Financial Planning Certificate (FPC 1, 2 & 3, CF9 & CF2)