Steve Rae

Steve heads our HIFS (Holistic Individual Financial Services), department. With over 10 years' experience, Steve believes in building long-term relationships rather than a quick fix or one-off service. He will provide a full financial planning service.

Services Provided

• Life and critical illness cover
• Income protection
• Long-term care planning
• Private medical insurance
• Mortgages
• Retirement planning
• Savings and investments
• Inheritance tax planning
• General insurance