Steve Burns

Chartered Financial Planner
Connect with Steve
Fareham
Steve-Burns

With an impressive ability to explain complicated financial concepts in simple terms, Steve spent over 20 years with Lewis Brownlee Financial Services before joining Progeny in the summer of 2023.

Steve has helped many clients to define their desired lifestyle over the years. It is therefore easy to see that he thrives on creating the plans that help the achieve them. Firmly believing that ‘listening’ is the key to ‘good’ financial planning, Steve’s approach puts clients at ease that their needs are genuinely understood and taken care of.

Often working alongside the next generation in financial planners, Steve has built a vibrant and talented team who have benefitted exponentially from the knowledge he has to offer. With strong mentoring skills and the foresight to embrace how technological advancement might benefit financial planning, Steve is greatly respected and admired by clients and his team alike.

With specialisms in Savings and Investments, Pensions and Retirement Planning, Steve has a broad wealth of financial expertise in all areas of planning. Having contributed to both local and national press (as well as putting in the odd tv appearance every so often!), clients can be sure that whatever their financial concern, Steve is well placed to offer the professional and impartial financial advice they need.

Latest insights

25_09_Article_TeachingYoungPeopleAboutFinancialPlanning_BlogGraphic_V1
Financial planning
Teaching young people about financial planning – five tips
Pick up where you left off You've read this article
Joshua-Castle
By Joshua Castle
30th September 2025
belgium
Financial planning
Moving to Belgium Checklist
Pick up where you left off You've read this article
Amanda Newell Blue650x650
By Amanda Newell
25th September 2025
25_09_Digital_Article_WhatAgeIsTheRightTimeToInherit_BlogGraphic_V1
Financial planning
What age is the right time to inherit?
Pick up where you left off You've read this article
Rebecca-Best
By Rebecca Best
23rd September 2025

YOU ARE LEAVING THE UK VERSION OF OUR WEBSITE.

Please be aware that services and pages will differ from region to region. Your chosen regional site will open in a new browser window or tab. Please press ‘Proceed’ to continue or if you would like to stay on the UK site, please press ‘Return’.

Proceed

Search

"*" indicates required fields

Step 1 of 4

This field is for validation purposes and should be left unchanged.

Tell us about yourself

Are you retired?
Are you a business owner?