Steve Piacenti APFS
About me
I am a Chartered Financial Planner predominantly providing advice to high net worth individuals with more complex financial planning requirements. I specialize in offering solutions for wealth creation, wealth preservation, inheritance tax planning and options in retirement. In particular, I have been providing advice to individuals in higher education and medicine since 1993.
My history
I joined the financial services industry in 1986 as a District Agent with Prudential. During a highly successful career, I was promoted to Life Inspector and then to Senior Financial Consultant. I left Prudential in 1999 to set up DGS Independent Financial Advisers with my business partner and long time colleague, Doug Walker. In 2011 I gained Chartered Financial Planner status. This qualification has helped me to deliver holistic advice to individual clients – ensuring that all areas of financial planning work in synergy to achieve client objectives
My qualifications
Advanced:
- AF1 – Personal tax and trust planning
- AF3 – Pension planning
- AF4 – Investment planning
- AF5 – Financial planning process
- R08 – Pensions update
- J01 – Personal tax
- J02 – Trusts
- J04 – Pension funding options
- J05 – Pension income options
- J06 – Investment principles, markets and environment
- CF2 – Investment and risk
- FPC – Financial Planning Certificate
