Steven Bevan, FPFS

Director

1000 followers

London Area, United Kingdom

Connect with Steven Bevan, FPFS to Send Message

Connect

Connect with Steven Bevan, FPFS to Send Message

Connect

Timeline
About me
Fellow of the PFS and Director at Marchmont Asset Management Limited. A Partner Practice of St. James's Place Wealth Management
Education
- Institute of Management
  2000 - 2001
  Higher National Diploma Business Administration; Management Studies; Management Studies Distinction
  Dissertation subject Mergers and Acquisitions in Financial services
- University of Hertfordshire
  2001 - 2007
  Master of Arts - MA Management Studies
- Chartered Insurance Institute
  2004 - 2020
  Chartered Financial Planner Financial Planning and Investment Management 96% (on final exam attended)
Experience
- Barclays
  Aug 2001 - Mar 2007
  Director
  From managing several large retail branches to Corporate Director over a period of 6 years. Including spells as Community Affairs Manager and Business Manager
- HSBC
  Mar 2007 - Oct 2010
  Corporate
- Barclays Wealth and Investment Management
  Oct 2010 - Dec 2011
  Intermediary and Institutional
  Working and assisting intermediary, trust and institutional clients.
- AAG Wealth Management
  Dec 2011 - Dec 2014
  Partner
  AAG was established in 1995 to provide expert financial advice.
- Fisher Investments UK
  Dec 2014 - Aug 2020
  Private Client Director
- Marchmont Asset Management Limited
  Aug 2020 - now
  Director
Licenses & Certifications
- Level 3 Certificate in Equity Release
  Chartered Insurance Institute
  Nov 2020
- Level 4 Diploma in Financial Planning
  Chartered Insurance Institute
  Apr 2012
- Master of Arts (MA)
  University of Hertfordshire
  Mar 2006
- CII Level 3 Award in Financial Administration
  Chartered Insurance Institute
  Dec 2022
- Level 6 Advanced Diploma in Financial Planning
  Chartered Insurance Institute
  Nov 2020
- CII Level 3 Award in Financial Administration
  Chartered Insurance Institute
  Oct 2022
- Level 3 Certificate in Financial Services (General Route)
  Chartered Insurance Institute
  Nov 2020
- Level 3 Certificate in Mortgage Advice
  Chartered Insurance Institute
  Jul 2022
- Financial Planning Certificate
  Chartered Insurance Institute
  Apr 2008
- Level 3 Award in Long Term Care Insurance
  Chartered Insurance Institute
  Oct 2020
Honors & Awards
- Awarded to Steven Bevan, FPFS
  Advanced Financial Planning AF5 Chartered Institute of Insurance (CII) Apr 2014 The AF5 Qualification in Advanced Financial planning process is designed to develop an advanced understanding of the financial planning process when giving advice to clients.
Volunteer Experience
- Research Panel
  Issued by Chartered Insurance Institute on Aug 2020
  Associated with Steven Bevan, FPFS
- Trustee
  Issued by ELATT on Sept 2012
  Associated with Steven Bevan, FPFS