Steve Bulley

Steve joined CDC as a Financial Planner in 2021 and works with clients on all aspects of financial advice, including retirement planning, investments and protection. Steve holds a PFS Diploma in Regulated Financial Planning, which means he is qualified to advise on and arrange pensions, ISAs, investment accounts and anything related to making sure individuals and businesses have a sound financial plan for now and into the future.

He can also arrange income protection, life assurance and critical illness cover, as well as business protection. This would include key person insurance, shareholder and business loan protection and relevant life cover. Of course, being part of CDC means he can call on a wide range of expertise and support when necessary and can refer mortgage and buy to let requirements on to trusted colleagues.

Steve moved from Essex to Bradway in Sheffield over 10 years ago so can comfortably cover the South Yorkshire and North East Derbyshire region, including Sheffield, Rotherham, Dronfield, Baslow and surrounding areas. He still has family in Essex and is happy to travel for meetings and annual reviews.

Outside of work, Steve is Chairman of a local junior grassroots football team and has 3 footballing boys who keep his weekends permanently busy.