Steve Shovlin

Steve Shovlin

Armstrong Watson Financial Planning & Wealth Management

Steve's reviews

Reviewed for

Insurance and Protection ( 8 )

Mortgages ( 1 )

Pensions ( 54 )

Equity Release ( 5 )

Retirement income (annuities, drawdown) ( 38 )

Investments and Savings ( 65 )

Pension Transfers - Non Specialist ( 7 )

Inheritance Planning ( 24 )

Long Term Care ( 5 )

Pension Transfers - Specialist ( 9 )

Financial Planning ( 24 )

Financial Mentoring ( 1 )

Financial Coaching ( 1 )

Reviewers' assets

£500k+ ( 27 )

£200k - £500k ( 12 )

£100k - £200k ( 3 )

Up to £50k ( 3 )

First impression

by a VouchedFor user

3 months ago

Overall

Please provide a brief comment about your experience with Steve

We have only recently moved back to Cumbria and as our existing financial advisor was a hundred miles away in Scotland my husband and I decided after much consideration to change to someone local. After researching and with recommendations we chose Armstrong Watson and Steve Shovlin. To date we have had several meetings with him and find him easy to deal with and very straightforward and transparent. Already we have been more informed than we have been in years. We are very happy with our choice.

Steve:

Thank you for your kind First Impression review. I am delighted that we have now embarked on our journey together and look forward to working with you for many years to come.
Repeat review

by a verified client in Cumbria

4 months ago

Overall

Advice

Service

Value

This review is a follow-up review from a client who left a review previously.

How has Steve Shovlin helped you since your last review?

Annual review and continuing advice on Financial Portfolio.

Repeat review

by a verified client in Cumbria

5 months ago

Overall

Advice

Service

Value

This review is a follow-up review from a client who left a review previously.

How has Steve Shovlin helped you since your last review?

Advice regarding rationalising our portfolio.

Repeat review

by a verified client in Dumfriesshire

9 months ago

Overall

Advice

Service

Value

This review is a follow-up review from a client who left a review previously.

How has Steve Shovlin helped you since your last review?

Same as other years

Repeat review

by a verified client in Cumbria

10 months ago

Overall

Advice

Service

Value

This review is a follow-up review from a client who left a review previously.

How has Steve Shovlin helped you since your last review?

He has helped us review our portfolio and make any necessary changes.