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About Steve Pool

Steve Pool Dip PFS

Position:  Director

Experience:  Financial Services Industry Experience since 1989

History: A very successful financial adviser/Manager for a leading UK financial services company for 8 years. He jointly launched the P&P brand in 1997 as a Financial Adviser , specialising in managing new and existing clients investment and pension portfolios. 

Extensive knowledge of Personal and Corporate Guidance

Qualifications :  Financial Planning Certificate 1,2,3.
                              Mortgage Advice Qualification (MAQ)
                              Certificate Financial Planning
                              Certificate Personal Financial Society
                              (JO1) Personal Tax
                              (RO2) Investment Principle and Risk
                              (R06) Financial Planning Practice
                              CII Level 4 Diploma In Financial Planning
                              Statement Professional Standing

 

 

 
 
 

P&P Financial Care Consultancy Limited is an appointed representative of The Whitechurch Network Limited which is authorised and regulated by the Financial Conduct Authority.

This website is approved by The Whitechurch Network Limited. All content of the website are deemed to be correct as at the last site update. We have made great efforts to ensure the accuracy of the information provided and do not accept any responsibility for errors or omissions.  The Financial Conduct Authority do not regulate national savings or some forms of tax planning.  The guidance contained in this website is subject to the UK regulatory regime and is therefore targeted at consumers based in the UK.

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Registered Address:P & P Financial Care Consultancy Limited, is Registered in England & Wales No. 7897683, Registered Office: Penrose House, 67 High Town Road, Banbury, Oxfordshire, OX16 9BE.

P&P Financial Care Consultancy Limited :FCA No 522414

Approved by In Partnership FRN 190859 February 2024.

 

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