Steven is based in Manchester and specialise in advising High Net worth clients on a broad range of financial planning needs. He is expert at providing pension advice and works alongside other professionals to provide and integrated and joined up approach.
Steven is a Fellow of the CII both a Chartered Financial Planner and was also a lecturer for the economics and accounting department at the Manchester Metropolitan University. Having achieved a distinction in his dissertation on his own master’s degree in business planning and financial management.
Steven qualified as a Financial Advisor in 2002 after working offshore in the Isle of Man and volunteers for the Pension Advisory Service.
Outside of work, Steven enjoys spending time with his family and friends. His other interests include travel and reading.
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