Brian Steeples

 

Brian Steeples, FCSI, FPFS, ACII

Chartered Financial Planner

Managing Director

 

Brian is a Fellow of the Chartered Institute for Securities & Investment (FCSI), a Fellow of the Personal Finance Society (FPFS) and an Associate of the Chartered Insurance Institute (ACII). Brian is also a Chartered Financial Planner and is one of the UK’s most highly qualified financial planners.

 

Brian has acted as an independent financial planner for over twenty five years and has extensive experience in wealth management for private individuals and businesses.

 

In November 2009, Brian won the title of "UK Chartered Financial Planner of the Year" and was the first adviser in the UK to win this prestigious award.

 

In addition to client work, Brian has a successful track record in management including past successes as:

 

  • Director of national stockbroking company.

  • Joint Managing Director of a national Independent Financial Advisory company.

  • Regional Director for start up franchise of a national Independent Financial Advisory company.

Frustrated with the inflexible and inappropriate business models of national companies, Brian set up The Turris Partnership Limited and commenced trading in December 2003. The Turris business model allows its advisers to be remunerated on an ongoing basis (unlike some national companies) in return for providing a high quality ongoing service to clients.

 

Brian says: “Our values are clear and simple. The client’s best interests are at the heart of everything we do. We aim to provide a high quality ongoing service in return for a fair and reasonable ongoing remuneration. In this way we aim to build long term relationships with all of our clients.

 

Our research on behalf of clients is very detailed and comprehensive. However, we take a pride in trying to communicate in plain English, without unnecessary jargon. We always produce a tailored written report for our clients before any transactions take place.

 

All Turris staff have subscribed to an internal Code of Conduct and Ethics and this we believe helps to reassure clients that they are dealing with some of the most professional talent in our market place.

 

We constantly strive to improve our services and all feedback from clients is encouraged and gratefully received. With this business model, we believe we offer a highly professional, truly impartial service. Our clients have benefitted significantly from tax savings, lower charged investments and, perhaps most significantly, significant outperformance on their assets when compared to the mass market products.”

  [Home] [Up] [About Us] [Impartiality] [Financial Planning Cycles] [Testimonials] [Contact & Privacy Policy]