Steve Gazzard



S J Gazzard Consulting Ltd

North Somerset

With over 35 years experience including leadership roles for Investment firms, Banks, platform providers and professional and qualification bodies, I now consult across areas including leadership, coaching, operations, distribution and proposition, and facilitate the PFS Financial Planning Practitioner Panel.

I am passionate about the potential for Financial Planning to change lives and so welcomed the opportunity to work with Keith Richards and the PFS team and to facilitate the PFS Financial Planning Practitioner Panel supporting the largest professional body for Financial Planning in the UK.

Financial Planning has the Power to change lives because:

  • It represents the bringing together of peoples lives, loves and their money into a roadmap and achievable plan gives needed hope and direction when Financial Planning seems unfathomable to most people without professional support.
  • It helps people understand their (often hidden) biases and values around money and having a skillful and knowledgable ‘trusted adviser’ can bring freedom and huge peace of mind and ensure that big money mistakes and worry can be avoided.
  • The rewards to the Financial Planning professionals involved in delivering Financial Planning, helping people live fulfilled flourishing lives, turns a job into a vocation.