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Steve Dale
Partner

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My profile

I’ve been helping clients achieve their financial goals for over 37 years by building strong relationships through fully comprehensive financial planning.

My experience allows me to help a wide variety of clients including those with sophisticated financial needs. I put my clients at the heart of everything I do and work closely with them to achieve their short, medium and long term financial aspirations.

I can provide help and guidance in all aspects of financial planning, including:

  • Personal protection
  • Investments and savings
  • Pension planning
  • Estate planning
  • Corporate protection

How I work

I believe that to create the best possible financial plan, you need to understand someone’s complete life story. That’s why when working with any of my clients, I start by getting to know them, as well as understanding their life and financial goals. This allows me to get a full picture of their financial situation and provide the most appropriate financial outcomes.

By working closely with my clients and helping them at every stage of their financial journey, I build strong relationships and gain trust, which is greatly important to me. I understand that no person is the same and everyone has different financial circumstances and priorities, so I work differently with all my clients to ensure I add the most value to their lives and set them on the correct financial path.

How I can help you

My goal is to ensure peace of mind for you and your family. I believe that financial planning is similar to working on a jigsaw puzzle, and only looking at two thirds of the puzzle will not give you the full picture. That’s why, I aim to provide a fully comprehensive solution to your financial needs and work collaboratively with other professionals to deliver these solutions.

I can support you with many areas of financial planning. I am passionate about ensuring your planning is built from strong foundations, so I believe protection should be a key part of financial planning, which complements all other areas of financial advice.

My team

I have the support of two fantastic team members, Fiona and Dianne. Their hard work and support allows me to focus on my clients’ objectives and deliver a high standard of advice. They also help to ensure all the relevant procedures are followed whilst minimising the admin and hassle for our clients.

About me

I have been working in Financial Services since January 1985. I studied Economics and Accounting at the University of Leeds before heading straight into the financial sector. I have been fortunate enough to gain my experience through working with some of the most significant financial services organisations in the UK from Hambro Life, to J. Rothschild Assurance, and now Foster Denovo.

I have a level 4 Diploma for Financial Advisers (DipFA) as well as a STEP Certificate for Financial Services in Trust and Estate Planning. I am also qualified in occupational pension transfers.

Outside of work, I enjoy spending time with my family and friends. I have been married to my wife, Michaela, since 1992 and we have four amazing daughters – Megan, Bryony, Siobhan and Niamh. I am a life-long Newcastle United supporter and volunteer as Chairman of Wallsend Boys club, which helps young people living in North Tyneside achieve their potential through organised sport and activity programmes.

The Financial Conduct Authority does not regulate taxation and trust advice.

The value of your investment can go down as well as up and you may not get back the full amount invested.

A pension is a long term investment. The fund value may fluctuate and can go down, which would have an impact on the level of pension benefits available.

Pension income could also be affected by interest rates at the time benefits are taken. The tax treatment of pensions in general and tax implications of pension withdrawals will be based on individual circumstances, tax legislation and regulation, which are subject to change in the future.

Foster Denovo Limited is authorised and regulated by the Financial Conduct Authority.