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Steve Duncombe Financial Planning Limited

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Steve is an experienced Financial Adviser with over 30 years in the financial industry and a Diploma in Financial Planning.

After eight successful years as a financial adviser with Prudential Financial Planning, Steve was delighted to establish his own financial advice business, Steve Duncombe Financial Planning Limited, as part of The Advice Partnership from Prudential.

Steve has been helping people achieve financial security throughout his career, and has expertise across all areas of financial planning, including retirement, investments and estate planning. Steve takes pride in providing investment solutions to meet individual client needs. He provides bespoke advice , following a rigorous assessment of each client’s financial needs.

Quite simply, Steve provides sound , personal and expert advice.

In his spare time Steve is a sports enthusiast and keen golfer. He likes to travel and enjoys walking, music and films.

From 19th November 2021, “Prudential Financial Planning” and “The Advice Partnership from Prudential” are now known as “M&G Wealth Advice”.

Testimonials

March 2021

Steve is a friendly, experienced and very professional adviser. I have always felt comfortable and informed when receiving advice either at home or over the phone.

March 2021

I met Steve in March last year when trying to sort out my pension, a situation completely out of my comfort zone. I was very impressed by his personalised professional service and advice given to me. I felt very comfortable to put my pensions in his care and guide me in the right direction. I found his help and advice invaluable at a very important stage in my life. I have no hesitation in recommending his services with complete trust and look forward to a continued relationship with him.

March 2021

We contacted the Prudential a couple of years prior to of our hoped for early retirement dates. Since the initial meeting right through to us retiring, Steve has been entirely professional and approachable. The advice given has given us the confidence we needed to go ahead with our plans.

March 2021

Steve did an excellent job sorting out and combining my multiple previous pensions in 2020. Highly recommended and trustworthy financial consultant. Many Thanks to him.

March 2021

I have been a client of Steve Duncombe for a number of years, I have found him to be reliable and trustworthy. He has given me sound friendly and professional advice.

March 2021

Steve Duncombe is very knowledgeable, he is attentive, empathetic, helpful and trustworthy.

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Steve Duncombe Financial Planning Limited is an appointed representative of M&G Wealth Advice Limited. M&G Wealth Advice Limited is authorised and regulated by the Financial Conduct Authority. M&G Wealth Advice Limited is registered in England and Wales. Registered office at 10 Fenchurch Avenue, London EC3M 5AG. Registered number 5739054.

M&G plc, incorporated and registered in England and Wales. Registered office: 10 Fenchurch Avenue, London EC3M 5AG. Registered number 11444019. M&G plc is a holding company, some of whose subsidiaries are authorised and regulated, as applicable, by the Prudential Regulation Authority and the Financial Conduct Authority.

M&G plc is a company incorporated and with its principal place of business in England, and its affiliated companies constitute a leading savings and investments business. M&G plc is the direct parent company of The Prudential Assurance Company Limited. The Prudential Assurance Company Limited is not affiliated in any manner with Prudential Financial, Inc, a company whose principal place of business is in the United States of America or Prudential plc, an international group incorporated in the United Kingdom.