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Stephen Spencer

Independent Financial Adviser

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Steve is an experienced and professional Financial Adviser with over 30 years background in the financial services industry. Joining Lloyds Bank in 1989, Steve progressed to become a fully qualified Financial Adviser in 2000. Steve also spent five years working for NFU Mutual, looking after farming clients before taking on his current role in August 2018.

Steve’s focus is on offering friendly and expert advice on many aspects of personal financial planning, having the skill to be able to translate complex financial matters into easy to understand solutions. Steve enjoys helping his clients to realise their long-term financial goals through comprehensive cashflow planning and also by providing advice on many areas including pensions, investments and inheritance tax planning.

Outside of work, Steve and his wife Pat enjoy country walks with their energetic dog Gracie and they also enjoy eating out. A lifelong supporter of Preston North End, Steve also enjoys taking in the cricket at Old Trafford.