Independent Financial Adviser
Steve is head of Milsted Langdon Financial Services, a Chartered Financial Planner and Partner at Milsted Langdon. Since becoming a chartered accountant over 30 years’ ago and an Independent Financial Adviser 20 years’ ago, he has developed a wealth of experience and extensive technical knowledge, meaning he is able to offer practical advice to clients.
He specialises in advising high net worth individuals on financial planning, including inheritance tax, succession planning, risk management and tax efficiencies. In addition, Steve advises his clients on their personal and corporate pension plans, investments, savings, business protection, employee benefits and personal protection including life insurance and income protection. Steve has also provided briefings on pensions and financial investments to doctors, dentists, NHS staff, teachers and local government staff.
Steve has acted as an expert witness in a wide range of cases relating to financial advice planning. Cases he has advised on include losses on transfer from a public sector final salary scheme, surrender of investment bonds resulting in substantial unnecessary tax liabilities, and investment losses through inappropriate portfolios.
Outside of his role at Milsted Langdon Financial Services, Steve is a trustee of two local charities.