Over three decades ago, Steven embarked on his journey in the financial services sector. His early career found him at Prudential, where he dedicated himself to assisting families in meeting their financial requirements. Subsequently, he transitioned to Bancassurance at Lloyds TSB, focusing on serving the financial needs of small to medium-sized businesses.

Following Lloyds TSB’s acquisition of Scottish Widows, Steven shifted to their financial division. During this phase, he achieved a Diploma in financial services and became a member of the Chartered Insurance Institute (CII). Committed to preserving client wealth, he pursued the J10 Discretionary Investment Management qualification, enhancing his comprehension of fund management and risk.

Steven functioned as an Independent Financial Adviser, specializing in aiding families in safeguarding and growing their wealth. His primary goal was ensuring that wealth was transferred efficiently to the right recipients at the appropriate time in a tax-efficient manner.

Steven possesses a talent for simplifying intricate financial matters, facilitating the advisory process, and providing continuous support to ensure clients achieve their financial objectives.

Beyond his professional pursuits, Steven enjoys hiking alongside his family and Cairn Terrier, Billy. He also harbors a deep passion for football, having coached his son’s team Sheffield FC, the world’s oldest football club.