Steven Sylvester-Ajudua

WORK HISTORY

EDUCATION

ABOUT STEVEN SYLVESTER-AJUDUA

I provide planning that brings peace of mind, achieves financial goals, and educates businesses and families along the journey to financial freedom.Clients can expect to receive planning that goes beyond mere investment growth or quick problem solving. All advice is tailored to your values, lifestyle, and long-term vision, with clarity at every step. & I am a Chartered Financial Planner who specialises in helping dentists, vets, and established business owners turn their professional success into lasting personal wealth.Many high-achieving professionals find themselves in the paradox of having a profitable business but still feeling financially vulnerable. The focus is always on the practice, leaving personal financial security as an afterthought.I bridge that gap. My mission is to replace financial complexity with clarity, creating an roadmap that ensures your personal wealth grows in tandem with your business or career success, delivering peace, purpose, and progress. I provide a holistic, personalised, long-term approach across critical areas, ensuring every decision is aligned with your ultimate goals:+: Tailoring your plan to your values and long-term vision.+: Strategies to reduce tax liability and improve fund performance.+ & : Safeguarding your income and your most valuable asset: your ability to work.+ & : Ensuring your future lifestyle is secured with confidence.+ & : Implementing strategies to minimise inheritance tax (IHT) and optimise your overall tax position, securing your legacy.