Independent Financial Advisers · Chartered Financial Planners · Discretionary Wealth Managers

Worcester: 01905 613453

Independent Financial Advisers · Chartered Financial Planners · Discretionary Wealth Managers

Steven McKelvie FPFS

Steven McKelvie FPFS
Chartered Financial Planner

South African born Steven joined the firm in 2007 as a Trainee with the responsibility of providing administrative support to the Wealth Management team, helping setup the Worcester office in 2008.

Steven gained his qualifications through the Chartered Insurance Institute and increased his development by working closely with the Directors of the company. He completed his Certificate in Financial Planning in June 2011 and was promoted to the role of Paraplanner upon completion of his Diploma in Regulated Financial Planning, therefore, meeting all requirements for the RDR changes from 2013.

He was promoted to Senior Paraplanner, leading the team of administrators in the Worcester office and helping them to develop their knowledge and skills before being registered with the FSA (now FCA) in August 2012, when he joined the advisory team as an Independent Financial Adviser with a thorough understanding of the processes and ethos of the firm.

Steven has since gone on to become a highly qualified Chartered Financial Planner and is a Fellow of the Personal Finance Society. Out of work, his family is his priority and he spends most of his time with his daughter. He is also a keen marathon runner when time allows. He has raised considerable amounts of money for Cystic Fibrosis Trust, aa charity  close to his own heart.

Qualifications: 
  • AF5 Financial Planning Process
  • AF4 Investment Planning
  • AF3 Pension Planning
  • AF1 Personal Tax and Trust Planning
  • J12 Securities Advice and Dealing
  • J10 Discretionary Investment Management
  • J05 Pension Income Options
  • J02 Trusts
  • J01 Personal Tax
  • R08 Pensions Update
  • R06 Financial Planning Practice
  • R05 Financial Protection
  • R04 Pension and Retirement Planning
  • R03 Personal Tax
  • R02 Investment Principles and Risk.
  • R01 Financial Services, Regulation and Ethics
  • CISI Investment, Risk and Taxation Level 4
  • CF5 Integrated Financial Planning
  • CF4 Retirement Planning
  • CF2 Investment and Risk
  • CF1 UK Financial Services, Regulation and Risks
Contact Details: 

6 Edgar Street
Worcester
WR1 2LR

Telephone: 01905 613453

Fax: 01905 725958

Email: Steven.mckelvie@mccarthytaylor.co.uk