A STEP in the right direction

Puns are often said to be the lowest form of wit, but sometimes they’re just too hard to resist. At Connor Broadley we expect all of our financial planners to achieve Chartered status, but we also look at what other qualifications could be helpful in the work we do for our clients and with our corporate partners. In this vein Peter Broadley is leading our relationship with STEP.

STEP (Society of Trust and Estate Practitioners) is the global professional body for inheritance and succession planning specialists, including lawyers, accountants, and trustees. Accredited and fully qualified TEP members (Trust and Estate Practitioner) like Peter can provide expert administration of estates, trust management, tax planning, and compliance, whilst upholding high ethical standards to protect family assets across generations.

Accreditation by STEP is an increasingly valuable marker of quality for wealth management firms operating in complex client environments. It demonstrates technical competence, although just as importantly, an understanding of the ethical and interpersonal sensitivities that often accompany intergenerational wealth.

For clients, it provides reassurance. Wealth management often involves deeply personal matters – family dynamics, inheritance and long-term planning. We believe that knowing their adviser follows a globally recognised framework gives confidence that advice is both technically sound and delivered with care, discretion and integrity. In a trust-driven environment, this can be important.

STEP accreditation also helps in our relationships with family law firms. Divorce and disputes involving family wealth require close coordination between legal and financial advisers. STEP-accredited professionals are more likely to “speak the same language”.

Puns aside, we genuinely feel that STEP accreditation adds value for our clients, our legal partners and the standards we aim to deliver.