Steven Sasimowicz

Prior to joining Sandringham Financial Partners, I worked for the HSBC Bank in the Premier department of banking where I gained additional knowledge in Wealth Planning. I was also employed at Lloyds Bank for 10 successful years where I achieved a fantastic reputation for my honesty and work ethic which led to consistency in all measures. I completed my Diploma qualification at Lloyds Banking group and gained the qualification for Competent Advisor. I also achieved the CEFA6 module gaining the full qualification and permission to conduct Mortgage Advice. More recently I have been studying towards my Chartered Status and have successfully passed three of the four modules I have undertaken, achieving accreditation in Pensions, Investments and more recently Later Life Planning. I plan to take the final exam shortly which is Taxation and Trusts. Whilst at Lloyds Bank I also took responsibility as a regulated induction coach for new entrants as well as file checking for team members due to my report structure and excellent compliance. My journey in Financial Services first started with me working at the Co Operative Insurance Society (CIS) for 3 years following the completion of the Financial Planning Certificates 1, 2 and 3. I entered Financial Services at a young age and bring nearly 20 years of experience advising clients. I am a lively, outgoing, sociable and reliable person, who is able to communicate effectively with a wide range of people. I work exceptionally well as part of a team and this is due to my previous sporting background where teamwork was imperative. I am well organised, willing and enthusiastic to learn new tasks and be set new challenges. I really enjoy my role and responsibility towards achieving success for my clients through holistic financial planning. Away from work, spending time with my wife, family, friends and our little dog is what I love. When I am not working you are likely to find me in the gym or engaging in some form of sporting activity. We have our first baby due shortly and I am embracing 2022 as lots of positives are happening including a house move and the expansion of my Independent Financial Advice business with new premises opening as well.