Important details
QualificationsOn the job
Steve’s role consists of helping formulate and implement financial advice, ensuring each client receives clear guidance and a smooth experience.
He works closely with clients every day to support their plans and keep their financial journey on track, drawing on years of experience in investment management and fund research.
Off the clock
An active member of Audax UK, Steve loves cycling; his longest ride to date is 250 miles, and he’s currently planning his next cycling trip across Spain.
When he’s not cycling, Steve enjoyed gardening, woodwork, and reading. His spare time is soon to be taken up by the arrival of his new golden-doodle puppy, Bernie, into the family.
The people behind your financial journey
We’re a team of professionals with unique experiences and specialities, which collectively allow us to deliver a truly holistic service. Whether we're working behind the scenes or discussing financial planning or mortgages with you, we're each committed to putting you in control of your financial future.
Qualifications
