Steve Weisner

Steve Weisner, Financial Planner

Steve Weisner, Financial Planner

Steve began his career as a financial adviser in the spring of 1997. His focus is on being a personal financial planner who helps clients with all aspects of their finances as their careers, personal lives and circumstances change.  He believes it is essential to ensure that financial plans adapt accordingly as clients move along life’s journeys and is committed to making that happen.

Steve is also very knowledgeable in the area of  savings and pensions for children, having been the resident expert on a childrens’ savings and investments website for several years.

Steve lives in Winchmore Hill, North London, although he is originally from Aylesbury, Buckinghamshire. He graduated in 1996 with a BSc (hons) in Geography from Derby University and later that year he moved to London.

He has a keen interest in sport and plays football, golf and cricket as well as being a keen supporter of the national team in most sports. He also enjoys going to music concerts, reading, films and travelling, with past destinations including Thailand and Tobago.

Qualifications

Chartered Insurance Institute Certificate in Financial Planning (Cert PFS), Financial Planning Certificate (FPC  1,2 & 3), Chartered Insurance Institute Diploma in Financial Planning (Dip PFS), Investment & Risk (CF2), Investment principles, markets and environment (J06), Pensions and Retirement Planning (R04), Financial Protection (R05), Financial Planning Practice (R06) and Financial Services, Regulations & Ethics (R01)

Contact details

Telephone: 020 7382 0446

Fax: 0844 756 0462

Email: sweisner@rad-new.com

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