Our Team
Steve Hall
Managing Director, Chartered MCSI & Chartered Insurance Practitioner
Qualifications
- ACII Associate of the Chartered Insurance Institute
- Chartered Insurance Practitioner
- Chartered Member of the Chartered Institute for Securities and Investments
- DipPFS
- G60 - Pension Transfer Specialist
- G10 - Advanced Taxation and Trusts
- CF8 - Long Term Care
Call: 0121 325 6950
Email: info@rvwwealthcare.com
Adam Caga
Director, Chartered Wealth Manager
Qualifications
- Master's Degree in Financial Planning and Business Management
- Bachelor Degree in Financial Services Management (Financial Planning)
- Chartered Fellow of the London Institute of Banking & Finance
- Chartered Wealth Manager
- Chartered Member of the Chartered Institute for Securities & Investments
- Advanced Diploma in Financial Advice
- Award in Pension Transfers
- STEP Certificate - Financial Services
- CeRER - Equity Release
- CeLTCI - Long Term Care Insurance
Call: 0121 325 6950
Email: info@rvwwealthcare.com
Administration Team
Steve and Adam benefit from the support of Marie Connaughton-Yates and Karen Perfit, our in house administration team.