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Steve Moulton

Diploma level 4 Financial Advice (IFS), Financial Planning Certificate (FPC 1, 2 & 3), Level 3 Certificate in Mortgage Advice

I have worked in the financial services industry since 1996 starting my career with Royal London Assurance as a tied adviser. It soon became apparent that that in order to best advise my clients I would be better working in the capacity as an Independent Financial Adviser (IFA) and therefore made the move as an IFA  two years later. During the next ten years I also managed a very successful team of IFA’s as a Branch and Regional manager for one of the UK’s largest financial advisory firms.

My clients tell me the thing I do best is provide clear and straightforward advice and a great on-going service  by keeping in touch and reviewing their circumstances on a regular basis. I can be relied on to offer unbiased financial advice with integrity and sound technical knowledge, which is tailored to each of my client’s personal short, medium and long term requirements.

Obsidian Financial Limited is authorised and regulated by the Financial Conduct Authority. Financial Services Register No: 509756

Obsidian Financial Limited Registered Address: Obsidian House Hints Road Mile Oak Tamworth B78 3PQ. Registered in England & Wales, No. 06925501.

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The Financial Conduct Authority does not regulate National Savings or some forms of mortgage, tax planning, taxation and trust advice, offshore investments or school fees planning.

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