Steven joined the group in 2018 to head up the Wealth Management division. He works closely with people helping them to plan for their future, whether this be for retirement, legacy planning or indeed ensuring protection is in place for loved ones.
Steven started his career in the Financial Planning profession in October 2000 and has gained a wealth of experience in retirement planning and investments.
What service you can expect from Steven
He provides personal and comprehensive service which includes the following 5 stage process: –
Stage 1 – Life Planning
Helping you to understand where you would like to be in the future from a life planning perspective
Stage 2 – Discovery
Investigate any existing provision for you and explain to you in clear language to help you better appreciate what provision you already have towards your life goals.
Stage 3 – Crunching the numbers
Steven will identify if you have any shortfall between your existing provision and your aspirations. Indeed, you may have exactly the right amount of provision or perhaps you have more money than you need.
Stage 4 – Building your plan
After discussing the first 3 stages together, Steven should then be in a position to start to build a financial plan for you, including arranging any changes to existing provision, setting up any required new plans etc
Stage 5 – Reviewing your plan
Life isn’t static and neither should your plan be. Your financial life plan will be a guide to keep checking in on to ensure you are on track to be where you want to be with your life goals. Steven will review your planning needs with you on a regular basis and agree continued action with you.
Steven lives locally in the old market town of Sandbach, Cheshire and loves spending time with his wife and son, seeing the world and making memories together – living his best life. He also tries to keep fit and active and enjoys cycling and running, walking with friends and family 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.