QUALIFICATIONS
Steve is a professionally qualified adviser with advanced Institute of Insurance exam passes in Trusts and Taxation, Investments and Pensions
BACKGROUND
Expertise in the CAD field led Steve onto a position within a medium sized software house, where demonstrations and training were his main tasks.
An opportunity within financial services arose, which encompassed working for two small independent advisers, with specializations in the mitigation of various UK taxes through a range of complicated structured investments.
Steve joined AWD Chased De Vere specifically to take on the challenging role within Haslers Chartered Accountants.
EXPERIENCE
Steve has now been advising individual clients on their income tax, Capital gains tax and Inheritance Tax issues for 15 years. This has included advising small to medium companies on their respective objectives such as pension planning and share holder/partnership and keyman protection.
Steve has been permanently based within Haslers since the agreement with AWD Chase de Vere first began, back in May 2002.
