He has worked in Financial Services since 2001, providing advice to both personal and business clients across a wide range of financial planning areas.
His experience includes advising on pensions, retirement planning, investments, life assurance, inheritance tax planning and broader financial planning needs. Over the years, he has worked with both personal and business clients, helping them make informed decisions about their finances.
Having started his career in the banking sector, Steve gained experience advising clients across a variety of financial matters before establishing his own Independent Financial Planning business in 2014. In 2016, he completed an acquisition, further expanding the business and the range of clients he supported.
Steve is client-driven and focused on delivering a high level of service and advice. He takes pride in helping clients understand their options and develop plans that support their financial objectives.
The value of your investment and income from it can fall as well as rise and you may not get back the original amount you invested.
The Financial Conduct Authority does not regulate taxation advice. The value of investments (in a pension) can go down as well as up and you may get back less than the amount invested.
The Financial Conduct Authority does not regulate Trusts and taxation advice.
The Financial Conduct Authority does not regulate legal advice.
The Financial Conduct Authority does not regulate some aspects of corporate financial planning, automatic enrolment and taxation advice.