Steve is a fully qualified Financial Adviser and holds the full Diploma in Financial Planning. He has nearly twenty years’ experience across Pensions, Investments, Protection, Mortgages and general insurance.
Steve specialises in helping clients with retirement planning and savings and investment advice, but like all our advisers here, is able to provide comprehensive advice across all areas of financial planning.
Outside of work, he is married to Jenni, and their three young children keep him busy. He is also an avid armchair supporter of Everton Football Club, but don’t let that cloud your judgement before speaking to him!