Protect Family Legacy.

Lifetime trusts · Estate planning · Inheritance tax

Stephen Hunt TEP ACII

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Who is Stephen Hunt?

Stephen Hunt TEP ACII

Stephen Hunt, known as Steve, is a Trust and Estates Practitioner (TEP) and a Chartered Insurance Risk Manager (ACII) with more than 45 years’ experience in pensions, protection, trusts, and estate planning.

He began his career in 1980 and has held senior roles across pensions, life assurance, and employee benefits, including trustee and managerial positions with major employers and insurers. He also built from scratch the business that became Retirement Line.

Steve is also a qualified pension transfer specialist and holds professional qualifications in mortgage advice and equity release.

Certificate in Regulated Financial Planning (CertPFS) · Diploma in Regulated Financial Planning (DipPFS) · Member of The London Institute of Banking & Finance (MLIBF) · Certificate in Mortgage Advice and Practice (CeMAP) · Certificate in Regulated Equity Release (CeRER)