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Steve Woodham (Certificate in Financial Planning)

Private Client, Pensions, Yeovil

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Steve if the Head of Self-Invested Pensions at Old Mill and runs our specialist Pensions Team. He has over 25 years’ experience in member directed Self-Invested Pension Funds and is a member of Association of Member Directed Pension Schemes (AMPS). He assists Member Trustees to ensure they meet their responsibilities and duties including all reporting requirements, providing technical support to Trustees and other professionals, ensuring their pension complies with legislation.

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