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.
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