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Steve Davis

Pension and Tax Specialist

See qualifications See accreditations


CII Advanced Diploma in Financial Planning (APFS)

CII Diploma in Financial Planning (DipPFS)

STEP Certificate for Financial Services – Trusts and Estate Planning / Advanced Will Writing

CII Certificate in Financial Planning

CII Certificate in Equity Release

CISI Certificate in Pension Transfers and Planning Advice

CII Certificate in Mortgage Advice / Advanced Mortgage Advice

CII Certificate in Financial Planning and Lifetime Mortgage Activities

CII Certificate in Financial Planning and Long-Term Care Insurance

CII Award in Pensions Update

CII Award in Financial Administration (Life)

CII Award in Financial Administration (Pensions)

Fellowship of the PFS

Steve is a Fellow of the Personal Finance Society (PFS) – the highest designation awarded by the Personal Finance Society. Completion of the Fellowship programme shows that Steve has attained and maintained the most prestigious level of professional financial planning achievement and that he adheres to a stringent professional Code of Ethics.


Having worked in financial services for most of his career, Steve joins Simple Financial Advice as our Pension Transfer Specialist, this complex area of financial planning is one which needs dedicated expertise to ensure our clients are advised effectively.


All regulated financial advisors must be authorised by the Financial Conduct Authority (FCA) and appear on their register. You can find Steve’s entry here.
Furthermore, all advisers must have an up-to-date Statement of Professional Standing (SPS). This shows they are suitably qualified and have carried out the required amount of Continuous Professional Development (CPD).

View Steve's SPS