With 30 years of advisory experience, he has built long-standing relationships with clients and takes pride in supporting them through every stage of their financial journey.
He holds the Advanced Diploma in Financial Planning and has achieved Chartered Financial Planner status. Steve provides holistic financial advice across a broad range of planning areas, including long term care planning, helping clients create clear strategies that support their future goals and aspirations.
For Steve, financial planning is about understanding the person behind the finances. He believes that taking the time to understand a client’s hopes, concerns and objectives is key to delivering meaningful advice. The aspect of his role he enjoys most is developing long-term relationships and helping clients achieve the outcomes they have worked hard for, with many of those relationships spanning decades.
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 Trusts and taxation advice.