Steve's Qualifications

  • Diploma in Financial Planning (DipPFS)

Steve Robertshaw

Director and Financial Planner

After starting my career at Standard Life, I have been with Pavis for almost 20 years now. Moving from an initial support role to building, maintaining and looking after my own bank of clients.

On a day-to-day basis, I can be found communicating with clients, in client meetings and seeing jobs through. My expertise is looking at where marginal gains can be made and explaining things to clients in an easy-to-understand way.

The important stuff

Get to know Steve

What do you enjoy most about your job?

Seeing clients and helping them realise their financial objectives.
What’s your idea of a perfect weekend?

Letting the kids keep me busy, followed by homemade burgers on the barbeque in the garden.
Where in the world can you not wait to get back to again?

An airport for my next trip.
Where in the world have you never been but hope to get to visit one day?

That villa we booked in Sicily that has been deferred for two years running!
What’s the most important thing you’ve learned doing your job?

It isn’t just about what you know, it’s about how you let others know what you know. Relationships are key. It’s not all about money.
What three things are guaranteed to put a smile on your face?

Margaret, my MGF, steak night, and The Royle Family.
Tell us something people may be surprised to learn about you.

I’ve cycled from Geneva to Nice over some of the highest cols, and up Snowdon.

Get in touch

Contact us below to join us for tea and biscuits with one of our friendly financial planners