Steven is a Financial Planner, and joined us in October 2017. He is based in London.
Qualifications and experience
Steven is a Chartered Financial Planner and has a First Class in BSc (Hons) Financial Economics from City, University of London.
He is also a member of the Chartered Insurance Institute and the Personal Finance Society.
Alongside advising clients, Steven is passionate about his family, faith, fitness and football. He has captained his local club and university in the past and continues to play his football at a semi-professional level. Aside from football, he likes to follow American football, read autobiographies / crime thrillers, and stay fit in the gym.
Steven is also very committed to mentoring students of GCSE, college and university levels, by preparing the next generation for university or working life. He actively leads workshops in this area.
What his clients say
Steven has been consistently professional and tactfully very helpful with dealing with my financial information. He has clarified matters which I had been finding difficult to understand in a clear and logical way and given sensible and straightforward advice. At no time have I felt pressurised to follow his direction and have appreciated his help at all times.
He has been very thorough and grasps what I want to achieve. Through good detailed reports, great advice and extra information
explained in a way I could understand, he’s helped me greatly.