INTERNATIONAL INDEPENDENT FINANCIAL ADVISOR
Steven J Gillespie (QCVS)
Is an International Independent Financial Advisor based in South America, who works with Senior Management and International High Net-worth Clients across diverse industries. In Personal Financial Planning and Wealth Management he delivers strategic solutions that meet his clientele’s unique needs and objectives through an individualised approach with an emphasis on client service and forging lasting relationships.
Both process driven and dynamic, his organisational skills are a quantum leap above his peers. Moreover, he has held six different roles in various finance functions granting him an expansive knowledge of the field. At CI-Associates, Steven personally oversees the day-to-day running of the South American arm of the business, and in his previous position at the Xfor Group, as Co-Founder and Managing Director, he greatly increased Operational Efficiency, Customer Satisfaction, and Sales Revenue. In addition, he is passionate about training and building teams and implementing new processes to ensure productivity and demand are met as part of the business objectives.
Steven is very attentive to the client needs, assessing carefully the pros and cons of each investment decision, following with care any developments and advising his clients in due time for the best further action. I would not hesitate to recommend him as someone whom you can trust both for his professional expertise and personal touch of holding the client’s best interest.
Steven is a knowledgeable advisor, who has a clear level of expertise in many areas of Financial Services. My family has used Steven´ services for Life Insurance and Investment services and were very impressed with the ease and accuracy of the solutions we eventually selected. Steven always provides relevant options with clear explanations as to the benefits (and any risks) involved. We would not hesitate to recommend Steven´ services.
Steven has provided me and my family with a plan that is tailored to our needs and gives us comfort/peace of mind. His integrity and honesty is genuine and rare, this was evident from our first meeting and reinforced over the past few years, it is clear that our well being is his primary concern.
Steven has been thoughtful provider of solutions tailored to my needs rather than just pushing the latest fad. I appreciate that.