Steve Kallika

FPFS

Chartered Financial Planner

Financial advice areas

Estate preservation planning, Inheritance Tax planning, Investment advice, Pension advice, Personal financial planning, Personal protection, Retirement planning

Area locations

East Midlands, Leicestershire, Northamptonshire

About me

About me I have worked in financial services since 1990 and am a Chartered Financial Planner and Fellow of the Personal Finance Society, with over 35 years’ experience helping individuals and families plan for their financial futures.

Throughout my career, I have held a variety of advisory and management roles, giving me a broad understanding of financial planning. I believe in building long-term relationships with clients, taking the time to understand their individual circumstances, aspirations and priorities.

My approach is straightforward and personal. I aim to make financial matters easier to understand, helping clients make informed decisions and feel confident about their financial future.

Outside of work, I enjoy playing golf, tackling the occasional DIY project and spending time with my family.

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