Steve works with his clients to create practical financial plans to bridge any gap between their current lifestyle and assets and their aims for the future, and to build the financial means required to support their future lifestyle and aspirations.
He has 29 years’ experience in the financial services industry helping clients to manage and grow their assets by advising on investment, asset ownership and structures, trust management and administration, and risk protection and planning.
Steve has been married to Jenny for 15 years and has a preteen. Outside of work he enjoys fishing and rowing, a past passion he has recently returned to. He is also an enthusiastic golfer and is currently a Sea Scout Section Leader.
Steve is an Authorised Financial Adviser, contracted to AdviceFirst, and regulated by the Financial Markets Authority.