Steven McKelvie
Divisional Director – Wealth Planning
About Steven
I am a Chartered Financial Planner and joined Canaccord Wealth via the McCarthy Taylor acquisition in 2019. We have always aimed to provide holistic advice to our clients to ensure an overall strategy and ensure all objectives are considered and hopefully met. I have particular expertise in handling retirement planning and delivering inheritance tax advice. As well as providing ongoing support to my clients, I also run the Worcester wealth planning division, ensuring an efficient and positive environment to meet our client needs and see staff progress in their careers.