Steve Missen

A brief introduction

I have over 35 years of experience in financial services and planning. I am a Chartered Financial Planner and a member of the Chartered Insurance Institute (CII).

My specialism lies in family finance strategies, particularly those which are linked to Inheritance Tax mitigation and trust solutions. I am always looking to find solutions that enable your planning to move forward.


Family finance strategies
Inheritance Tax
Wealth management 

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Client testimonial


Mrs B J Howarth