Steven joined the group in 2018 to head up the Wealth Management division. He works closely with clients helping them to plan for their future.
Steven started his career in the Financial Planning profession in October 2000 and has gained a wealth of experience in retirement planning and investments for clients.
Steven provides a comprehensive service which includes: understanding where clients are trying to get to and what they would like to achieve during their lifetime, how this impacts and relies upon their finances, and building a strategy to deal with any shortfalls.
Steven loves spending time with his wife and son, seeing the world and making memories together. He also tries to keep fit and active and enjoys trail and fell running, walking with friends and working out in his Man Cave.
Four Fun Facts:
Favourite meal: My wife’s Christmas dinner with all the trimmings
Best place visited: Hard to choose between Santa Monica and Cape Cod. The two best family holidays I’ve ever had!
Favourite film : I love Goonies – As a child I always dreamed of finding treasure and must have seen this movie a hundred times.
Greatest achievement: This question is easy. My family. I’m so proud of my son. He is the smartest, bravest person I know and, together with my beautiful wife, they keep me grounded.