Steve joined the financial services industry in 1991 and has since gained wide experience advising clients who have suddenly come into their wealth via a “windfall” and need support in understanding the impact this has. Steve has achieved the Diploma in Financial Planning from the CII and is working towards Chartered status.
Steve specialises in advising high net worth clients on a full range of wealth management, retirement planning and Inheritance Tax planning matters and has experience with clients from overseas assisting them to obtain investor visas.
Outside of work, Steve has two fantastic children who keep him active. In his spare time, he enjoys playing darts, travelling, cooking, eating out and taxi driver for the kids!!