Steven enjoyed 14 successful years with HSBC gaining extensive experience in advising High Net Worth clients since 2013. He is currently a member of the Personal Finance Society and will shortly qualify as a Chartered Financial Planner.

Steven offers holistic financial planning and his focus has always been to keep even the most complex advice simple, straightforward and easy for clients to understand. He receives consistent positive feedback about his professional, patient and relaxed manner when delivering advice.

Outside of work he enjoys spending time with his wife Kellie, and daughter Elsie. Since hanging up his playing boots, Steven is now an avid watcher of many sports. He also enjoys fitness challenges, including an annual Triathlon, and every morning before work he is found either in the gym or out running. When both time and weather allow, he enjoys family countryside walks and attempting to play golf.