Steve is a Chartered Financial Planner and a Fellow of the Personal Finance Society, but he is always looking to maintain and improve his knowledge and skills in an ever changing world.
As a Chartered Financial Planner, Steve spends the majority of his time talking to clients and working on delivering financial planning solutions that meet their needs and objectives. The part he enjoys most is meeting clients. Whether conducting an annual review or delivering a Financial Plan to a new client, it is rewarding to demonstrate the value of the advice being given.
Outside of work Steve is a keen golfer and is also a life-long supporter of Middlesbrough Football Club. He has a passion for live music and spends more time and money than he probably should going to gigs and festivals.
