An experienced Financial planner, Steve first qualified as a financial adviser back in 1997. He works as part of a team and advises individual clients in most areas of personal financial planning, specialising in pension and investment advice. There are 3 main types of clients he helps:
1) Business owners, freelancers and contractors with families, looking at tax-efficient ways to both build wealth and provide financial security.
2) Professionals who have accumulated several different pension pots and want an overall risk based, cost-effective strategy for managing these arrangements going forwards.
3) People either approaching or at retirement, looking for clear guidance through an ever more complex area of financial planning.
Steve’s strengths include being honest, reliable, straight talking and able to explain potentially complicated issues in a clear way which his clients can understand. This has led to him building professional connections with several Accountants and Solicitors who regularly refer their clients to him.
Steve lives in Highgate with his partner Vicky and their Tibetan Terrier Rufus.
He has a keen interest in sport and regularly plays football and watches West Ham. He also enjoys going to music concerts, reading, films and adventure holidays.
Chartered Insurance Institute Diploma in Financial Planning (Dip PFS), Investment & Risk (CF2), Investment principles, markets and environment (J06), Pensions and Retirement Planning (R04), Financial Protection (R05), Financial Planning Practice (R06) Financial Services, Regulations & Ethics (R01), Chartered Insurance Institute Certificate in Financial Planning (Cert PFS) and Financial Planning Certificate (FPC 1,2 & 3).