Steven J Gillespie (QCVS)

After a 16-year distinguished career in The British Parachute Regiment and becoming a Senior Non-Commissioned Officer (SNCO) I retrained to become an International Financial Planner and Advisor. I am now based in South America as an international independent financial and wealth management advisor.

I work mainly with Foreign Nationals that are living and working away from their home countries to help them with my investment, advisory and financial planning services.

Ensuring you hit your financial goals is my passion and since relocating to Chile in 2015, I have specialised in helping professional expatriates to take advantage of the vast array of specialist offshore financial tools at my disposal, to help you achieve your financial goals.

My Personal Financial Planning and Wealth Management delivers strategic solutions that meet my clientele’s unique needs and objectives through an individualised approach with an emphasis on client service and forging lasting relationships.

If you’re looking for a personal financial advisor in Santiago, feel free to reach out to me and we’ll chalk up a plan that works best for you.


Why work with me:

My clients work with me because I listen, because I care and because I believe in providing advice that puts your life and your goals at the centre of my planning.

I aim to save you time, save you hassle, to make things more simple and to optimise your wealth. Life is not a rehearsal so make sure you can live the life you want.

Most people are not investing enough to ensure financial independence at retirement, because there is no clear plan, leaving too much faith in an inconsistent market.

Let me add value and help you achieve your financial goals and objectives.


Steven is very attentive to the client needs, assessing carefully the pros and cons of each investment decision, following with care any developments and advising his clients in due time for the best further action. I would not hesitate to recommend him as someone whom you can trust both for his professional expertise and personal touch of holding the client’s best interest.


Steven is a knowledgeable advisor, who has a clear level of expertise in many areas of Financial Services. My family has used Steven´ services for Life Insurance and Investment services and were very impressed with the ease and accuracy of the solutions we eventually selected. Steven always provides relevant options with clear explanations as to the benefits (and any risks) involved. We would not hesitate to recommend Steven´ services.


Steven has provided me and my family with a plan that is tailored to our needs and gives us comfort/peace of mind. His integrity and honesty is genuine and rare, this was evident from our first meeting and reinforced over the past few years, it is clear that our well being is his primary concern.


Steven has been thoughtful provider of solutions tailored to my needs rather than just pushing the latest fad. I appreciate that.