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.
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.