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Steve runs our specialists Pensions Team and is a member of the Association of Member Directed Pension Schemes (AMPS).
He uses his extensive experience in member directed self-invested pension funds to assist Member Trustees to ensure that they meet their responsibilities and duties. This includes all reporting requirements, providing technical support to Trustees and other professionals, ensuring their pension complies with legislation.
Our PeoplePaula HodgePartner, Head of Financial Planning
Paula has been working with individuals as a Chartered Financial Planner since 2007.
Alongside her leadership responsibilities, Paula continues to make a difference in the lives of her clients by using her extensive experience and a holistic approach in order to help those she works with achieve their lifestyle ambitions.