Steve has worked in financial services as a St. James's Place adviser since 2005 and achieved Chartered Financial Planner status in 2017, having taken over as the practice leader in 2010.
Steve is a strong believer in the value of taking advice and enjoys helping people achieve their financial goals. He is a specialist in later life planning, including income in retirement, inheritance tax and long-term care fees.
Steve is married with two sons and a dalmatian called Luna who often comes to work with him. He is a keen amateur singer, Explorer Scout leader and model maker.
Hythe Bay Financial have always offered exceptional service and expert advice for my pension fund.
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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.