Stephen Squires

Steve is Penzance born and bred and has been a financial adviser for 26 years, obtaining the first mandatory regulated Financial Planning exams in 1996, the Mortgage advice qualification in 2003 and the Long Term Care Planning Certificate in 2009,finally the Diploma in Financial Planning in 2011, so demonstrating commitment to providing high quality advice for his clients’ specific needs. Prior to joining Jacksons Wealth in 2014,Steve in 2012 became and independent adviser working with a national network Steve had previously worked for Barclays servicing the mid Cornwall branches, he feels that his local knowledge is a definite advantage when dealing with clients.He is trained and fully qualified in advising businesses, helping to protect the hard working sole traders and limited companies as well as personal clients and is also fully qualified to advise on mortgages and long term care needs. Steve continues to study on a regular basis to keep up to date with current legislation and new developments.Steve in his spare time likes nothing better than to grow fruit and veg on his allotment often exchanging plants and produce with his clients.