
Steven Johns Cecm
Thank you for taking a moment to look at my profile. I pride myself on building long... | Cardiff, Wales, United Kingdom
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Steven Johns Cecm’s Emails st****@sj****.co
Steven Johns Cecm’s Phone Numbers No phone number available.
Social Media
Steven Johns Cecm’s Location Cardiff, Wales, United Kingdom
Steven Johns Cecm’s Expertise Thank you for taking a moment to look at my profile. I pride myself on building long term relationships with clients based on core values of experience, excellence of service and integrity providing the wealth management needed to satisfy immediate and future needs. I started my professional career in Financial Services with Allied Irish Bank (GB) in 1998 and became a relationship manager with them looking after both private and commercial clients. In 2011 I became a Financial Adviser and from then have built up a respected professional business providing initial and on-going financial advice. At Curzon Wealth Management we provide bespoke tax efficient Investment and Retirement planning advice to private and corporate clients. As a Partner Practice of St. James's Place Wealth Management we can help you reach your financial goals by offering you the appropriate advice and guidance now, and by ensuring that any plans put in place remain effective in the future no matter how your circumstances change. If you would like any further information please do not hesitate to contact me: [email protected] The Partner/Partner Practice 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). The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives. SJP Approved 05/01/2024
Steven Johns Cecm’s Current Industry Curzon Wealth Management Ltd Partner Practice Of St Jamess Place Wealth Management
Steven
Johns Cecm’s Prior Industry
Allied Irish Bank
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Grosvenor Butterworth Financial Servcies
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Uniec Prestige
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Curzon Wealth Management Ltd Partner Practice Of St Jamess Place Wealth Management
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Work Experience

Curzon Wealth Management Ltd Partner Practice Of St Jamess Place Wealth Management
Financial Adviser at Curzon Wealth Management Ltd
Fri Jan 01 2016 00:00:00 GMT+0000 (Coordinated Universal Time) — Present
Uniec Prestige
Independent Financial Adviser
Sat Feb 01 2014 00:00:00 GMT+0000 (Coordinated Universal Time) — Tue Dec 01 2015 00:00:00 GMT+0000 (Coordinated Universal Time)
Grosvenor Butterworth Financial Servcies
Independent Financial Adviser
Thu Dec 01 2011 00:00:00 GMT+0000 (Coordinated Universal Time) — Sat Feb 01 2014 00:00:00 GMT+0000 (Coordinated Universal Time)
Allied Irish Bank
Relationship Manager
Thu Jan 01 2004 00:00:00 GMT+0000 (Coordinated Universal Time) — Thu Dec 01 2011 00:00:00 GMT+0000 (Coordinated Universal Time)
Allied Irish Bank
Bank Official
Sun Nov 01 1998 00:00:00 GMT+0000 (Coordinated Universal Time) — Thu Jan 01 2004 00:00:00 GMT+0000 (Coordinated Universal Time)