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Steve Balmer

Birmingham

HomeMeet the PI & COP teamSteve Balmer

Home Meet the PI & COP team Steve Balmer

Qualifications

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FCA Register

My Qualifications

  • DipPFS (Diploma in Financial Planning)

Contact Me

My details

steve.balmer@shackletonadvisers.co.uk
Birmingham

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Meet Steve

I have been in Financial Service for over 25 years and prior to this I served in the Armed Forces. I have worked very closely with claimants over the last 10 years and I have extensive knowledge advising clients on manging their settlements.

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Meet some of our expert team.

Independent Financial Advisers specialising in pension, retirement, inheritance tax, and financial planning. Find your local financial adviser here.

See all of PI & COP team members

Olivia Newman

Financial Adviser

PI & COP Division

·

London

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Ed Tomlinson

Edward Tomlinson

Head of Financial Planning - PI & COP division

PI & COP Division

·

Sheffield

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Phil Goldthorp

Phil Goldthorp

Financial Adviser

PI & COP Division

·

Sheffield

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Steve Balmer

Steve Balmer

Financial Adviser

PI & COP Division

·

Birmingham

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John Riley-Dibb

John Riley-Dibb

Chartered Financial Planner

PI & COP Division

·

Leeds

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Louise Bowman

Louise Bowman

Chartered Financial Planner

PI & COP Division

·

London

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Michelle Morris

Chartered Financial Planner

PI & COP Division

·

Sheffield

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Matthew Bourn

Matthew Bourn

Chartered Financial Planner

PI & COP Division

·

London

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Nicola Sutcliffe

Nicola Sutcliffe

Financial Adviser

PI & COP Division

·

Sheffield

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Kinga Kos

Kinga Kos

Financial Adviser

PI & COP Division

·

Birmingham

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Shaun Moore

Shaun Moore

Financial Adviser

PI & COP Division

·

Newcastle

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Dawn Lally

Dawn Lally

Financial Adviser

PI & COP Division

·

Sheffield

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Further information

Shackleton is a trading style of Shackleton Advisers Limited, which is authorised and regulated by the Financial Conduct Authority. FCA Number 163291.Shackleton Advisers Limited is a limited company registered in England and Wales, with number 04129116. The company’s registered address is 40 Gracechurch Street, London EC3V 0BT.

Shackleton is a trading style of IM Asset Management Limited, which is authorised and regulated by the Financial Conduct Authority. FCA Number 402770.IM Asset Management Limited is a limited company registered in England and Wales, with number 05016348. The company’s registered and correspondence address is 38 Carver Street, Sheffield, South Yorkshire, S1 4FS.

Shackleton is a trading style of Save & Invest (Financial Planning) Limited, which is authorised and regulated by the Financial Conduct Authority. FCA Number 144940. Save & Invest (Financial Planning) Limited is a limited company registered in Scotland, with number SC113651. The company’s registered address is 100 West Street, Glasgow, G2 2QD.

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