Independent Financial Adviser
Tel: 01642 917 106
InvestAcc Wealth Management Limited (Tees Valley Branch)
25 Falcon Court, Stockton on Tees, TS18 3TX
Steve Jolly joined InvestAcc Wealth Management in April 2015 as a Diploma qualified financial adviser based at our Tees Valley Office.
With over 25 years experience in financial services and a member of the Personal Finance Society (PFS), Steve has a wealth of experience in dealing with clients from all walks of life, from young families taking their first steps on the financial ladder to company directors needing more complex advice.
He is a strong believer in providing full financial advice to clients, providing guidance on all aspects of their finances by undertaking in depth reviews of their current situation, pointing out areas of strengths and weaknesses in their financial arrangements.
Away from work, Steve is married with one daughter, he enjoys spending time in the gym keeping fit and is also a keen runner and a longstanding supporter of Middlesbrough Football Club.
Areas of expertise
- Pension and Investments.
- Personal and Corporate Protection.
- Retirement Planning.