Steve Wilson
  • Chartered Financial Planner
  • Resolution-accredited divorce specialist

Current Role

Steve specialises in pre and post retirement planning, as well as care needs and later life financial planning.

Previous Experience

Steve joined Lloyds Bank in 1985, after graduating from Durham University. He left to found Rothmere Wilson in 1990, which merged with Lyndhurst in 2015.

He specialises in pre and post retirement planning, as well as care needs and later life financial planning. Steve is one of the few UK advisers qualified as both a chartered and certified financial planner.

He is also a Resolution-accredited divorce specialist, an affiliate of the Society of Trust and Estate Planners (STEP) and a member of the Society of Later Life Advisers (SOLLA).

Away from work, he holds a private pilot’s license, follows Arsenal and is a member of Rotary.

Services Provided

← Back to team