Steven has over 20 years experience in the Financial Services industry as a Financial Adviser and a further 18 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.
Steven can be contacted on 07801 276477 or at
‘Owing to my frailty, it saves me a lot of worry, having a trustworthy and competent financial adviser to take care of my savings and to be readily available for any advice I need.’
‘Steve fully understands our long term objectives and has continued to oversee our investment with confidence. His positive attitude has been key to our belief in the portfolio that continues to perform well, year on year. Thank you Steve.’
‘My adviser is always available should I need to contact him for any advice or queries. My adviser always explains everything very clearly and with great patience – and in a language that I can understand!’
‘We are extremely happy with the way Steven handles our affairs. He ensures that we have completely understood everything and is more than happy to clarify anything if we have not quite understood. He is easily contactable and always willing to assist. Steven’s friendly, confident and approachable and knowledgeable manner is a credit to your company.’
‘Steven provides us with a ‘more than excellent service. It always provides us with incredible advice and goes that extra mile to help us.’