Steve Powis DIPPFS

Working in financial services for almost 20 years, I have gained a wealth of experience. I am used to dealing with a broad range of clients with different aims, life cycles, and needs, and doing so has developed me into the adviser I am today.    
I have been advising clients since 2007, ever since joining Weston Cummins, who in turn joined HFMC Wealth in 2023 to be able to provide even greater services to existing and new clients.

Who do I work with?

My clients are both corporate and private – For my private clients, I offer independent holistic financial planning advice, covering all areas and topics of financial planning, typically to high net worth clients.

I also deal with corporate clients and their directors. I provide advice and support for Workplace pensions, Death In Service, Income Protection and Private Medical Insurance schemes. I mainly deal with small to medium size businesses, helping them create an employee benefit package which meets their industry expectations.

Understanding a client whether they be private clients or corporate clients is a key part to the adviser job, and I feel the communication between client and adviser is key to a successful financial plan and maturing relationship.

About me

Outside of work, I am kept busy with my family, notably my two children who enjoy dancing and football. I am a football coach for my son’s Saturday team, and we both enjoy playing and going to games. Away from my social life and work, I find enjoyment/peace through woodworking, with serval items/structures in my house and garden being built by hand. There is always an excuse to buy a new tool.

Specialisms

Holistic Financial planning
Retirement Planning
Employee benefits

Qualification

Certificate in Financial Planning & Long Term Care Insurance