Steven has worked in financial services for over 15 years and during that time has gained a wealth of experience helping clients facing many different life scenarios and events. This has meant that Steven is able to draw on his unique skill set to build strong relationships, understand and provide solutions to clients including those facing challenging times in life. What is important is that his clients know that Steven is with them through life’s celebrations as well as the challenging moments that life can present. 

When Steven founded Guthrie Wealth Consultancy, his mission was to make sure that his Practice was built on these key foundations;

• listening to and understanding his clients,
• exceptional client service and delivery, and
• building life-long relationships that are built on trust and communication.

Qualified to the highest standard

Steven believes in education and using his knowledge to help formulate bespoke financial plans for his clients. He has worked hard and achieved the prestigious Chartered Financial Planners designated Chartered Institute Insurance (CII). This is the industry’s gold standard for firms of financial planners. It confirms that Steven has satisfied the rigorous qualification criteria to hold membership conditions to CII. Only the UK’s premier financial planning firms qualify for Chartered status so you can be confident that Steven is wholly committed to providing his clients with the best advice service and support.

He has also furthered his studies beyond Chartered status and achieved Fellow of the CII. Only those who have already achieved Chartered status can be awarded Fellow status upon completing further exams. This shows Steven’s commitment of continual professional development and expanding his knowledge.

As a Chartered Financial Planner and a Fellow of CII, Steven has committed to continuing professional development and adherence to an industry standard Code of Ethics. You can view the Code at www.cii.co.uk/code.

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