He began his career as a Home Service Representative with Co-operative Insurance before becoming an Independent Financial Adviser in 2003, initially focusing on mortgage and protection planning.
He achieved the QCA Level 4 Diploma in 2011 and has extensive experience providing clients with tailored solutions across a wide range of financial planning areas. Over the years, Steve has helped clients navigate important financial decisions and develop plans designed to support their long-term goals.
With more than 30 years of industry experience, Steve brings a practical and straightforward approach to financial planning. He enjoys working closely with clients to understand their needs and objectives, helping them make informed decisions and build confidence in their financial future.
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 legal advice.