Steven is a Certified Financial Planner and Registered Life Planner.
He follows a Financial Life Planning approach which helps his clients to determine what is truly important to them. This provides a firm foundation to build a detailed and structured financial plan with a clear vision of their ideal future. It empowers Steven’s clients to make meaningful, achievable and effective financial decisions and to navigate any obstacles that may arise.
Steven’s early career was in the accountancy sector, where he focused on investment consultancy for not-for-profit organisations. He still enjoys guiding trustee boards and executive officers through the investment maze, ensuring that organisational aims and risks are aligned with suitable investment portfolio asset allocation strategies.
Steven is married with a large extended family and lives in Brighton, with the sea on one side and the South Downs on the other. Brighton offers a vibrant arts and cultural environment with some of the best restaurants in Europe for anyone like Steven who follows a plant-based diet.
He has been meditating for many years, which helps with his client listening skills. He rides a fixed-wheel bike for fun and fitness, but also enjoys many forms of yoga and has a regular Ashtanga Mysore practice.