Steve Mooney FPFS

Chartered Financial Planner

Steve brings over 20 years of financial services experience, starting at Norwich Union (now Aviva) in 2002, where he built a strong foundation in pensions before moving into financial advice in 2017.

Steve is passionate about helping people plan ahead and achieve their financial goals - whether preparing for retirement, providing for loved ones, or leaving a legacy. He understands the emotional side of financial decisions and takes time to discover what truly matters to his clients.

As a Fellow of the Chartered Insurance Institute with an Advanced Diploma in Financial Planning, Steve demonstrates his commitment to professional excellence.

Outside work, Steve enjoys quality time with family, travelling both in the UK and abroad, staying active through running, and playing the occasional round of golf (weather permitting!).

Meet the rest of the team

Meet the AWMG team