Steve Penniston
Wealth Planner
Based in Oxford
Diploma in Financial Planning (DipPFS)
CII Award in Long Term Care Insurance
Steve has over 30 years’ experience in financial services, setting up Oxford Advisory Partnership in 2001 which was acquired by Succession Wealth in 2022. He is driven by helping his clients achieve their long term financial goals and is a specialist in retirement and Inheritance Tax planning with an excellent understanding of the USS, TPS and LGPS.
.
Book a meeting
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.
Thank you for submitting your details. We'll be in touch to arrange a convenient meeting time for you.