Benchmark Financial Planning
Steve K. is an experienced financial professional, currently serving as a Financial Advisor at Benchmark Financial Planning since March 2019. Previously, Steve held the title of Independent Financial Adviser at Squirrel Financial Planning Limited from November 2009 to March 2019 and worked at RBS and Lloyds Bank earlier in their career. With a background that includes roles as Financial Planning Manager at NatWest and Financial Planner at Lloyds Banking Group, Steve brings a wealth of knowledge and passion for financial planning to their work. Additionally, Steve contributed as Secretary/Treasurer in BNI from 2009 to 2010. Educationally, Steve attended Henry Box from 1981 to 1987.
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Benchmark Financial Planning
You work hard for your money - and it should work hard for you. That's where we come in. We are a Chartered financial planning firm with 30 years' experience helping families and small business owners achieve more than they ever thought possible.