Steve Worsfold

Chartered Financial Planner
Client Director - Wealth Management

Steve attended the University of Southampton gaining a Degree in English and Philosophy, which led to a 6 year teaching career before joining the Financial services industry in 1985 with London Life. Having risen to the role of Branch Manager, Steve was recruited by Friends Provident where once again he enjoyed numerous promotions to Regional management level before Steve embarked in 1992 on his successful Advisory career with firms such as Towry and Positive Solutions. Steve has a highly competent broad range of IFA skills with specialisms in Long Term Care, Equity Release and "at Retirement Market". Steve is ACII (Associate of the Chartered Insurance Institute) and a Chartered Financial Planner.