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Advisers / Steve Carruthers
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call +44 (0)20 7389 8133

OFFICE

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Steve Carruthers

Private Client Director

Steve has played a key role in the financial services sector for the past 35 years. Before joining the ranks of the Blevins Franks Group, Steve was local Chairman for the Society of Financial Advisers (SOFA – forerunner of the Personal Finance Society – PFS). In 2000, he became involved in the Simply Money TV channel, fielding questions as one of the resident industry experts. Joining Blevins Franks in 1999, he now focuses on advising clients living in the UK. 

Steve was one of the very first individuals in the UK to become FSA authorised when the Financial Services Act came into force. He holds the full Financial Planning Certificate as well as the level 4 Pensions Diploma (DipPFS). 

As a Private Client Director, Steve’s role is to provide a highly personalised and holistic approach to high net-worth UK residents. He advises on a wide range of different products and services, with particular emphasis on all pension-related aspects. His advice also includes lump sum investment planning and tax-efficient investments. 

Steve is an adviser for Blevins Franks Financial Management Limited (BFFM) which is registered with the Financial Conduct Authority in the UK. Steve is a Member of the Chartered Insurance Institute (CII).

Office/s:  London

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Blevins Franks Financial Management Limited (BFFM) is authorised and regulated by the Financial Conduct Authority in the UK, reference number 179731, to provide advice in the UK. Blevins Franks Wealth Management Limited (BFWML) is authorised and regulated by the Malta Financial Services Authority, registered number C 92917 to provide advice in Malta and other EU countries in line with its [IDD and MiFID] passporting permissions. It is authorised to conduct investment services under the Investment Services Act and authorised to carry out insurance intermediary activities under the Insurance Distribution Act. Where advice is provided outside of Malta via the Insurance Distribution Directive or the Markets in Financial Instruments Directive II, the applicable regulatory system differs in some respects from that of Malta. BFWML also provides taxation advice; its tax advisers are fully qualified tax specialists. Blevins Franks Trustees Limited (BFTL) is authorised and regulated by the Malta Financial Services Authority for the administration of trusts, retirement schemes and companies. Blevins Franks France SASU (BFF), is registered with ORIAS, registered number 07 027 475 to provide advice in France and other EU countries in line with its [IDD] passporting permissions, and authorised as ‘Conseil en Investissements Financiers’ and ‘Courtiers d’Assurance’ Category B (register can be consulted on  www.orias.fr). Member of ANACOFI-CIF. BFF’s registered office: 1 rue Pablo Neruda, 33140 Villenave d’Ornon – RCS BX 498 800 465 APE 6622Z. Garantie Financière et Assurance de Responsabilité Civile Professionnelle conformes aux articles L 541-3 du Code Monétaire et Financier and L512-6 and 512-7 du Code des Assurances (assureur MMA). BFFM, BFWML, BFF and BFTL are all part of the Blevins Franks Group Limited (BFGL) whose registered office is Gasan Centre, Triq il-Merghat, Zone 1, Central Business District, Mriehel CBD1020, Malta. This promotion has been approved and issued by BFWML, BFF and BFFM for respective use in the EU and UK.

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