Steven MacKay

Independent Financial Adviser @Fairstone Group Ltd

Kidderminster, GB
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Dec 2019 — Present

Independent Financial Adviser @Fairstone Group Ltd

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Fairstone is a full-service wealth management house delivering integration-led growth to emerge as a new leader in the UK regulated landscape. Our aim.to bring intelligent wealth management solutions to our clients across a lifetime financial journey. We define a full-service wealth management offering as incorporating independent financial advice, universal investment solutions and estate planning in a fully joined-up client offering. Our clients are completely free to select only the services that they require in whichever combination best suits their needs.\'Intelligent wealth management\' provides a range of benefits to clients including whole of market choice, a flexible and transparent fee structure, no lower wealth limits, no minimum fees and no exit penalties We are one of the largest Chartered financial planning firms in the UK, with 42 office locations across the UK, actively servicing clients. Clients are at the heart of everything we do and we currently oversee £11 Billion in client investment and pension assets and arrange £1.4 Billion in property finance per annum. Our managed investment portfolios have been Defaqto 5-Star rated for five consecutive years. In simple terms, we are a national, independent, Chartered wealth management offering expert financial planning and unrestricted choice…at 60% lower cost than the market leader.

ABOUT STEVEN MACKAY

Experienced Regional Account Manager with a demonstrated history of working in the insurance industry. Skilled in Business Relationship Management, Financial Planning, Life Insurance, Pension Funds, and Investment Strategies. Strong sales professional graduated from Thomas Muir High School.

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Steven MacKay — Independent Financial Adviser at Fairstone Group Ltd in Kidderminster, GB | Unifers