Steve joined Vision Independent Financial Planning in 2014, after 26 years continuous service with Natwest and RBS Private Banking, as a highly regarded and trusted Senior Private Banking Manager and Adviser.
He believes the complex needs of high net worth clients can only be satisfied by offering a bespoke, independent proposition, which is why he had no hesitation joining Vision IFP Ltd.
“Vision IFP offer a highly compliant, customer focused, independent financial advise service which I strongly believe, high net worth clients will benefit from both now and in the future.”
Steve takes great pride in getting to know and understand his clients individual circumstances and unique requirements before making any personal recommendations. He utilises his knowledge and understanding of investments, taxation from the whole of market to tailor a bespoke proposition to meet his clients needs and these are regularly reviewed to ensure they continue to deliver the desired outcomes.
Steve can be contacted on Mobile 07415888851 or email
‘Very happy with our relationship with Steve. We find him approachable and he speaks to us in a positive manner and uses language we both understand.’
‘Received great advice. Everything was explained to me in Layman’s Terms. Paul is easy to talk to and understand what you require/need. I would not hesitate in recommending him to anyone. He is certainly an excellent asset to your company.’
‘Steve makes us feel confident in our choice of investment. We feel safe in the knowledge our money is invested in the right place. He’s always on hand if we have a query and can put us in contact with specialists, if he cannot help himself.’
‘Steve has advised us on our financial affairs when he worked for RBS to the present day. We have found him to always offer the best advice and look forward to our meetings with him when he never rushes and always makes sure we fully understand the suggestions and advice he gives.’