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Steve Oaten profile image

Steve Oaten

Paraplanner, Researcher, Analyst, Sou... at <span class="not-italic font-text_font lg:text-[18px] text-[16px] font-bold claimed">A Chartered Firm in Exeter</span>
Intro Book
Seasoned financial planning professional with extensive experience in wealth management and tax planning.
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Location
Greater Plymouth Area, GB
Skills
  • Critical Thinking
  • Financial Planning
  • Tax Planning
  • Retirement Income Strategies
  • Investment Strategies
  • Show all
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Bio

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Steve Oaten is a seasoned financial planning professional with extensive experience in wealth management, tax planning, and investment strategies. He holds a Bachelor's degree in History and certifications in Financial Planning and Taxation. With 14 years of experience in the industry, Steve has worked with various clients, including HNWI and SMEs, providing research, analysis, and recommendations for their clients. He has also managed and trained financial planning teams, established new SIPPs, and provided pension sharing advice. Steve's expertise spans critical thinking, financial planning, tax planning, retirement income strategies, investment strategies, inheritance tax planning, business strategy, product development, marketing strategy, social media, and public speaking.

Credentials

  • Dip PFS
    CII

Experience

  • A Chartered Firm in Exeter
    • South West
    • Paraplanner, Researcher, Analyst, Sounding Board, CIP Manager, Portfolio Revi...
      • Sep 2009 - Present
      • South West

      Research and report writing service to advisers. Arming advisers with research, analysis and recommendations for their clients (new clients and review clients) with the minimum of fuss. Mostly HNWI and SMEs, with some &#39;legacy&#39; smaller clients too.Trust planning and trustee investment ad...

  • Financial & Taxation Consultants Ltd
    • South West
    • Paraplanner & Financial Planning Enhancer
      • Jun 2005 - Sep 2009
      • South West

      Paraplanner in Investment and SIPP department. Part time reading for degree, full time thereafter.Experience in establishing new SIPPs, property purchase and property management, SIPPs in accumulation and drawdown.Pension sharing advice.

  • Fleming Financial Limited
    • South West
    • Financial Planning Manager
      • Jan 2001 - Aug 2003
      • South West

      Fleming acquired the South West clients of Grant Thornton.Financial planning advice service to clients.

  • Grant Thornton LLP
    • South West
    • Financial Planning Manager
      • 1997 - 2003
      • South West

      I managed and trained a small financial planning team consisting of an admin assistant and a Paraplanner. My team looked after around one hundred and fifty wealthy clients.

Education

  • 2004 - 2007
    CII
  • 2004 - 2007
    The College of St. Mark and St. John

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