What you'll find me doing at work
My role as a Chartered Financial Planner means I thrive on helping people to get clarity regarding their financial position, particularly when a client realises that they have sufficient wealth to allow them to do so much more with their lives.
I proudly embrace the lifestyle approach to financial planning. Working together with clients, we develop strategies that deliver peace of mind, control, prosperity and the ability to do what they’ve planned for.
Where you'll find me after work
I am truly happiest wining and dining at a superb restaurant. That involves eating good food, drinking superb wine, and with the company of my wife and friends. If there is live music and a dance floor afterwards, that would be great too.
At the weekend, you’ll find me on the side lines, either coaching rugby, managing an U13’s cricket team or proudly watching my children play sport. I am also a supporter of my local Wooden Spoon Charity.
How I'm qualified to help you
With more than 25 years of experience in financial services, my “one-size-certainly-doesn’t-fit-all” approach is based upon the simple supposition that different people want different things from life. This means that we all require different financial outcomes that can be accessed as and when we need them.
In the spotlight
Get to know Steve a little better.