Director, Cassons Financial Planning Limited
Tel: 0345 337 9409
As a Director of Cassons Financial Services Limited, Steven has the overall responsibility for the management of the business and for ensuring that the full range of financial services is readily available. He manages a portfolio of personal and business clients looking after their wealth management needs. Steven has a particular specialism in investments and indeed is a former “Investment IFA of the Year”.
Steven is a Fellow of the Institute of Chartered Accountants in England and Wales, holds a Diploma in Financial Planning and is a member of the Personal Finance Society. Steven qualified as a chartered accountant in 1986 whilst working at Cassons business advisers, having previously trained as an articled clerk with Touche Ross.
Steven is also a keen skier, organising several visits to the snow each year. Steven is also a keen football supporter and season ticket holder for Burnley Football Club. In 2014 Steven undertook the new challenge of distance swimming and swam a mile on Windermere raising funds for Pendleside Hospice. His next challenge is....!
- Tax planning