Step By Step Financial Services Email Formats
Financial Services • 
Birmingham, England, United Kingdom • 1-10 Employees
Key Contact at Step By Step Financial Services
Pam Hickey
director
Company overview
| Headquarters | 9 Sheaf Lane, Sheldon, Birmingham, B26 3EJ, GB |
| Website | |
| NAICS | 52 |
| Keywords | Investment Planning, Business Protection, Income Protection, Inheritance Tax Planning, Life Assurance, Critical Illness Protection, Pension/Retirement Planning |
| Founded | 2007 |
| Employees | 1-10 |
About Step By Step Financial Services
Full range of Financial Services including:- Investment Planning including Investment Portfolio's for a wide range of client's including 'high net worth', 'ultra high net worth' and retired client's. Pension/Retirement Planning & At Retirement Advice including setting up of SIPP's, SSAS's, Personal Pensions & Stakeholder Pensions. At Retirement including Drawdown & Unsecured Pensions (USP). Inheritance Tax Planning (IHT)/Avoidance - assisting clients in the area of Inheritance Tax to help them plan for their Estate to avoid the payment of this unnecessary tax (which is 40% of your estate including your house/property). Placing Life Policies into Trust for the avoidance of IHT, Probate Issues and to ensure the proceeds are paid to the Intended Beneficiaries. Life Assurance, Critical Illness, Income Protection - Family Financial Planning. Business Protection including Key Person, Shareholder/Director Protection, Loan/Liability Protection.
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Funding Data
Step By Step Financial Services has never raised funding before.
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