Experience
Steve Kadwell is a skilled and experienced Independent Financial Adviser (IFA). He established his own IFA practice in 1988 and joined Positive Solutions in 2006. Previously he was a consultant with a major UK insurance company, specialising in pensions.
Expertise
Steve specialises in advising individuals on their pension fund(s) options at retirement including:
- structuring income and investment of cash sums
- targeting to achieve a level of income at a specific date.
He also actively advises on:
- SIPPs
- SSASs
- restructuring of pension arrangements to take advantage of today’s better value-for-money products.
Credentials
Steve holds four specialist Chartered Insurance Institute pension qualifications. These are recognised as desirable for advice on pension transfers, at retirement pension planning and in structuring pension portfolios:
- G60
- K10
- K20
- J05
Awards
Steve is a recognised expert in his field and has won a significant number of awards from leading trade magazines, including:
Overall Financial Planner of the Year
Money Management-Financial Planner of the Year Awards (2008)
Income Planning in Retirement category
Planned Savings–IFA of the Year Awards (1997)
Personal Pension Planner of the Year
Money Management–Financial Planner of the Year Awards (1996)
Retirement Planning for the self-employed
Planned Savings–IFA of the Year Awards (1996)
Using Steve Kadwell
- high quality, specialist advice
- personal service
- technical support through use of leading software
- access to your own pension & investment valuations via our website