Stephen is a member of both the Chartered Insurance Institute and the London Institute of Banking & Finance, and holds the Diploma for Financial Advisers (DipFA).
Steve (as he prefers to be known) has worked in Financial Services since 1994, and works predominantly with private individuals and families at all levels of the socio-economic spectrum.
Steve believes that really listening to what his Clients say about their concerns and aspirations is paramount, and he takes great pride and satisfaction in helping his Clients secure their and their families future financial comfort and independence, and in identifying and safeguarding against the financial risks that apply to them.
Steve says “As a consumer myself, I expect and value complete honesty and integrity from any business I deal with, so I strive to offer nothing less to my own Clients. I believe that my Clients value me as much for the quality and responsiveness of my service as for my technical expertise, and I strive to always provide the best level of service I can”.
Steve plays golf (badly, he claims) and is an ardent fan of music from a wide variety of genres. However, the biggest part of his free time is taken up by his and his Wife’s passion for Ballroom and Latin dancing.