Steve Jewell – Estate Planner
I have worked in finance all my working life starting in banks at age 16. My roles have included Customer Services, Assistant Bank Manager, Financial Adviser, Independent Financial Adviser and Operations Director at Watermark Wealth Management.
I now enjoy meeting people and helping them to ensure that their hard-earned wealth passes efficiently according to their wishes rather than to unintended others such as ‘The Tax Man’ and to help to prevent accidental disinheritances.
I work hand in hand with a number of Financial Advisers and Accountants to provide a ‘joined up’ approach to a clients’ needs and requirements.
A key area of advice is ensuring Lasting Powers of Attorney are in place so that the right persons can assist clients with their affairs should the need arise.
Our objective is to provide clients with ‘peace of mind’.
The tools we use to do this are:
We offer initial meetings on a no fee, no obligation basis. Prices are agreed in writing before commencing billable work.
Put simply, we are a team of dedicated business networkers. We know how effective business networking can be to any business, and our role is to give you the platform to succeed.
If we’re going to help businesses succeed then we need a solid foundation to build upon. Our systems are the core of not only our business, but our members businesses.
All journeys should start with a destination, a “why” we’re doing this. Our north star is to achieve success for our members, our community and make a difference.
