Steve Webb

This e-mail address is being protected from spambots. You need JavaScript enabled to view it

Steve has been involved in the life and pensions industry since 1976, becoming Life and Pensions Technical Support Manager with Commercial Union followed by over 7 years as a Broker Consultant. He left the insurance companies in 1990 to become an Independent Financial Adviser with a local firm and this is where he started working with Pat.

In 1997 Steve and Pat left to set up Meon Valley Financial Planning to focus on clients looking for a high level of service combined with a friendly and straightforward approach to what can be complex subjects.

In 2008 the company began trading under the name of Retirement and Investment Solutions as this better reflects what the company is all about – providing solutions to those clients approaching, at or in retirement.

Due to his background and training as a Technical Support Manager Steve has extensive knowledge of all aspects of financial services but he is particularly experienced in all aspects of pensions and has a number of specific and specialised qualifications in this area.

Steve also takes a keen interest in moving technology forward at Retirement and Investment Solutions and is always on the lookout for a new gadget or software programme.

I get a real buzz from helping people with their financial problems and working at RIS provides me with an ideal platform to do this. Outside of work I’ve just embarked on my list of “101 things to do before I die”, I’m about to take a trip to the Summer Solstice and next year’s plan is to walk Hadrian’s Wall!”

Qualifications

• Financial Planning Certificate
• Advanced Pension Qualification
• Pensions Simplification
• Pension Income Options