Steve Tutton

Independent Financial Adviser

I’ve worked in financial services for more than 13 years. During my time in the profession, I’ve worked for some of the largest financial institutions in the industry, such as Lloyds Bank, Bank of America, and Citi Financial.

I pride myself on taking a holistic financial planning approach to assess every aspect of a client’s needs to implement the correct strategy and aid them in achieving their objectives. I’m level four diploma qualified.

Outside of work, I spend a lot of time with family, travelling, or taking part in fundraising events such as cycling or other fitness challenges. The largest to date was climbing Kilimanjaro in February 2023.

Qualifications

DipPFS Diploma in Regulated Financial Planning

The RQF level 4 diploma in Regulated Financial Planning meets the FCA’s qualification requirements for retail investment advisers, developing core technical knowledge and financial planning capabilities across six core areas.

Likes

  • Keeping fit-ish
  • Raising money for REST Charity
  • Spending time with family and friends
  • Travelling
  • Good food!

Dislikes

  • Traffic
  • Bad manners
  • Hangovers
  • Rubbish weather
  • Bad food!

In the spotlight

On an ideal weekend, you can find me

Parked in front of the TV, waiting for the football or the F1 to start.

My favourite holiday destination is

Rome.

The first album I bought was

Don’t know, but I remember it was on tape ☹

If I could be any fictional character, I would be

Iron Man.

If I could turn any activity into an Olympic sport, I would win a medal in

Weekend napping.

When the dessert menu arrives, I’m looking for

Chocolate fudge cake!

The three qualities that draw me to new people are

Funny, chatty, and not too serious about themselves.

My pet peeve is

Being late.

The three people at my dream dinner party would be

Sir Alex Ferguson, Elon Musk, and Drake.

The three small things that make my day better are

Coffee, food, and relaxing.

Three things I haven’t done so far include

Been to South America, ran a marathon, and had children.

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