Steve Dale

Background

About Steve Dale

I am a forward thinking financial adviser at Foster Denovo, the multi-award winning firm of financial advisers and Money Marketing’s IFA of the Year 2013 and Adviser Firm of the Year runner up 2014. I am based in our Newcastle office. I believe long-lasting business relationships can only be cultivated with an honest and proactive approach to clients. Self-employed for over 30 years, I hold a wealth of experience in the financial services profession. I am always focused on providing the highest possible standard of service in order to help clients to achieve their desired lifestyle and the very best results in their business. I hold a degree in Economics (Accounting) from Leeds University and since joining the financial services industry aged 23, I have continually developed my career and furthered my achievements. In the mid-1990s I successfully co-designed and marketed niche Mortgage solutions with Newcastle Building Society & J. Rothschild Assurance (now St James’s Place Wealth Management). In 2001, my business partner and I successfully set up a management and business consultancy company named Merchant X Ltd, that developed of a ‘drive thru’ online fulfilment website allowing SME Employers to compliantly ‘designate’ a Stakeholder Pension in under 5 minutes. As a fully qualified financial adviser, I hold the following credentials: • FPC 1,2 & 3 – Full Financial Planning Certificate • Diploma for Financial Advisers (DipFA®)- Level 4 with IFS • MAQ - Mortgage Advice Qualification • G60 – Advanced Financial Planning Qualification in Pensions In addition, since 2003 I have volunteered my spare time as Chairman of the charity, Wallsend Boys’ Club, which supports young people living in North Tyneside through their involvement in organised sport and activity programmes to help them achieve their potential and realise their ambitions.