Steven has over 22 years experience in the Financial Services industry as a Financial Adviser and a further 19 years experience in Retail Banking.
Having moved from Barclays Bank, Steven strongly believes in maintaining a long term face to face financial planning relationship with his clients. The key to building long term client relationships is based on trust, regular financial reviews and the ability to explain things in a clear and concise way.
He is confident in having the ability to offer a truly “best in market approach” and being able to provide his clients the time they need and deserve.
‘We continue to be satisfied with the service provided.’
‘Stephen is fantastic. He is highly competent and is always available to help if there is advice required. I could not ask for anything more, you have a gem in Stephen. ‘