Steven has over 23 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. ‘
‘My adviser is always available at the end of the phone should I need to contact him at any time. I spoke to him today about a family matter and he was sympathetic to my request and has reassured me a lot. Thank you. ‘
‘We have known Steven for a very long time and he has always provided us with excellent service’
‘We feel Steve will always do his very best to help us, and we can contact him at anytime if we have any queries or problems. ‘