Steven Tweed DipCII
Wealth Management Adviser
- Location
- Broughty Ferry, Dundee City, United Kingdom (Dundee, United Kingdom)
- Industry
- Financial Services
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Steven Tweed DipCII's Overview
- Current
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- Wealth Management Adviser at Lloyds Banking Group
- Owner at Steven Tweed Financial planning
- Owner at IFA in private firm
- Past
-
- Financial Adviser at Independant one-2-one
- Pro Footballer at Yokohama fc
- Pro Footballer at MSV Duisburg
- professional footballer at Dundee FC, Scotland
- Pro Footballer at Stoke city fc
- Professional footballer at Ionikos fc
- Professional footballer at Hibernian, Scotland
- Education
-
- South Queensferry
- University of London
- Recommendations
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4 people have recommended Steven
- Connections
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500+ connections
- Websites
Steven Tweed DipCII's Summary
Steven Tweed Financial offers comprehensive solutions within the Savings and Investment sector, and also advice regarding Retirement Planning. Additionally, they offer whole of market Mortgage advice, and can provide you and your family with financial protection against your death, or being off work due to sickness or accident.
Their objective is to provide a personalised service to their clients, which provides them with compelling solutions to help them achieve their financial goals.
Specialties
SpecialtiesLump Sum Investment for growth, Lump Sum Investment for income, ISAs, Monthly Savings, University Fee Planning,
Inheritance & Estate Planning, Individual Pension Planning,
Company Pension Planning, Mortgages, Life Assurance,
Critical Illness Cover, Private Medical Insurance,
Business Protection, Partnership Insurance,
Keyman Insurance
Steven Tweed DipCII's Experience
Wealth Management Adviser
Lloyds Banking Group
Public Company; 10,001+ employees; LLOY; Banking industry
April 2012 – Present (1 year 3 months)
Steven Tweed DipCII's Languages
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English
(Native or bilingual proficiency) -
German
(Professional working proficiency)
Steven Tweed DipCII's Skills & Expertise
Steven Tweed DipCII's Education
South Queensferry
BA, Business Administration
National Certificate Modules
CII Financial Adviser/ Mortgage adviser
University of London
BA Business
Steven Tweed DipCII's Additional Information
- Websites:
- Groups and Associations:
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Contact Steven for:
- career opportunities
- consulting offers
- new ventures
- job inquiries
- expertise requests
- business deals
- reference requests
- getting back in touch
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