After an early career in retail banking, Steve enjoyed 16 years with leading private banks including Coutts and Credit Suisse, and prior to Oculus spent 4 years as an adviser with a local family owned business.

Steve offers a bespoke and holistic financial planning service to private individuals, families and high net worth clients looking to manage, grow and protect all aspects of their wealth.

He is a qualified member of the Chartered Institute for Securities & Investments.

Married to Leah, with two grown up sons, Steve enjoys travelling and watching most sports, as well as being a keen cyclist and a recently qualified dinghy sailor. In addition, he is Chair of Trustees for a prominent local disability arts charity