Position: Director, Chartered Financial Planner
Tel: 01273 765960
Fax: 01273 775311
Steve co-founded the company and is responsible for the smooth running of the practice. He is also a Chartered Financial Planner and is fundamentally committed to delivering the service that our clients and professional partners require.
Steve graduated from the University of Chichester in 1997 and has worked in the financial advisory sector for 18 years, with firms such as Lloyds TSB, Millfield Partnership and Inter-Alliance PLC. He is now a Fellow of the Personal Finance Society and holds the Advanced Diploma in Financial Planning and Certificates in Mortgage Advice, Equity Release, Long Term Care, Securities Advice & Dealing and Discretionary Investment Management.
As part of the firm's Investment Committee, Steve has an integral role in developing the firm's investment philosophy.
Steve is also an Associate Member of SOLLA (Society of Later Life Advisers) - SOLLA helps people and their families in finding trusted accredited financial advisers who understand financial needs in later life.