With over 20 years of experience in the Financial Services industry, Steven began his career as a Chartered Accountant, gaining a strong technical grounding before transitioning into Financial Planning.
Steven works closely with clients to help them make confident, well‑informed financial decisions. Whether planning for retirement, beginning their investment journey, or seeking greater clarity and peace of mind, he provides clear, independent advice tailored to each client’s goals. His approach is friendly, thorough, and always focused on what matters most — helping clients feel secure about their future and confident in the steps they take together.
Outside of work, Steven enjoys a balance of being active and social. In the summer he is often found on the golf course, while winter usually means a ski trip. He also enjoys discovering new places to eat. An interesting fact about him is that he lived in the Middle East for over ten years, an experience that shaped his outlook and appreciation for different cultures
