Steven Auldjo
Financial Advisor @Dynamic Wealth Solutions Ltd
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WORK HISTORY
Financial Advisor @Dynamic Wealth Solutions Ltd
West Lothian, GB
I founded Dynamic Wealth Solutions to provide a fresh kind of financial advice. Deeply personal, purpose-driven, and focused on what really matters to you.I work primarily with senior professionals, families, and business owners across Scotland to- Plan for retirement with confidence- Align wealth with personal values and goals- Maximise tax efficiency through pensions, ISAs, and business planning- Simplify complexity and provide peace of mindThe value of your investment can go down as well as up. You could get back less than you invested.The levels and basis of taxation, and reliefs from taxation, can change at any time and are generally dependent on individual circumstances.
EDUCATION
Chartered Insurance Institute
R01 - Financial Services, Regulations and Ethics
The Open University
Higher National Certificate, Business Management and Economics
Chartered Insurance Institute
R02 - Investment Principles and Risk
Chartered Insurance Institute
R04 - Pensions and Retirement Planning
Chartered Insurance Institute
Level 4 Diploma in Regulated Financial Planning
Chartered Insurance Institute
CII Level 3 Certificate in Financial Services
Chartered Insurance Institute
LP2 - Financial Services Products and Solutions
Chartered Insurance Institute
R05 - Financial Protection
Chartered Insurance Institute
R03 - Personal Taxation
ABOUT STEVEN AULDJO
Most professionals reach a point where they wonder:\"Am I on track for retirement?\"\"Am I making the most of my finances?\"\"Will my family be financially secure, whatever happens?\"At Dynamic Wealth Solutions, I help senior professionals answer these questions with clarity and confidence.My approach to financial planning is about helping you live a fulfilling life, aligned with your values and aspirations.I provide personalised, purpose-driven financial advice that goes beyond just investments or products. I guide clients through key life transitions, from planning for retirement to making tax-efficient decisions as a business owner or high earner.Whether you\'re looking to retire early, protect your family, or gain peace of mind about your future, I’ll work with you to create a plan that empowers your choices. 5 Rated on VouchedFor Specialist in retirement & purpose-led planning Based in Edinburgh, working with clients across ScotlandOutside of work, I spend time with my wife Claire, our daughter Freya, and our dog Skye. I also support my local community as a trustee of our community centre.Dynamic Wealth Solutions is an Appointed Representative of and represents only St. James\'s Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the group\'s wealth management products and services, more details of which are set out on the group\'s website The title \'Partner Practice\' is a marketing term used to describe St. James\'s Place representatives.SJP Approved 29/12/2025
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