about us our wealth planners steve gore
Certified Financial Planner
Diploma For Financial Advisers (DipFA)
Member of the London Institute of Banking Finance (LIBF)
Steve is a Wealth Planner based in Worcestershire. Having run his own successful financial planning business for 30 years he joined Succession in January 2015. Steve takes great pride helping his clients with their financial planning with the aim of maximising investment opportunities and retiring comfortably.
"I've been very happily married to my wife Anne for 40 years, have three grown-up children and four grandchildren. I enjoy life outside of work with my family and my passions include travel on my motorbike, a love of cars and my English Bulldog, Lola."
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It’s a great way to get your questions answered and find out if financial planning is for you. Initially it is just a chance for us to get to know each other and understand better if our services can help you.
To book an initial meeting with your local Wealth Planner, complete the form below and we’ll be in touch.