Steve Poland

Dip PFS, Director

Steve worked for HMRC in Bristol before becoming a financial adviser in 1979. He was an independent financial adviser with the UK’s largest advisory firm Sedgwick Noble Lowndes from 1981 to 1985. From 1997 he was an adviser at Churchill Investments, and a director of the company from 2007 to 2012.

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News: Dangerous ISAs

The Innovative Finance ISA is the newest of the several ‘flavours’ of Individual Savings Account that have been tagged on to the original ISA in recent years. Investors are attracted by headline rates of return of 6-10%, but we think these schemes are much, much riskier than they look and that most investors should avoid them.

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