Steve has over 38 years experience in the financial services industry. He works holistically with all his clients in all aspects of financial planning both for personnel and corporate clients.
Steve prides himself on building long term relationships with his clients recognising their individual and corporate needs whether that be to protect themselves and family against unforeseen circumstances, look to make the best use of their resources, mitigate inheritance tax, grow capital or provide income and to plan for a happy retirement where appropriate.
The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.
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The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.