My aim is to help my private and corporate clients to build their wealth in a sustainable way, to use their wealth to meet their personal goals and ambitions and to secure their wealth and assets to pass wealth down the line for the benefit of future generations of their families.
Steven is a highly experienced Chartered Financial Planner who has successfully helped numerous clients and businesses manage and grow their wealth.
Steven’s career began with Lloyds TSB in 1995 where he flourished as a Senior Private Banking Manager. Following a highly successful 23 years, Steven was invited to join St. James's Place Wealth Management.
Steven took the opportunity to set up his own business and become a Partner Practice of St. James's Place Wealth Management in order to provide an even greater and more personalised service tailored for each client.
Each client is unique and thus has different requirements and views. In essence the flexibility to build a solution that is designed with these different requirements and views in mind is essential.
We offer an excellent wealth management service which will help you achieve your goals
He is able to assess my financial situation and explains his advice in terms that are easy to understand. His knowledge is first class and he is genuinely interested in providing the best advice for my personal situation. I look forward to my meetings with him knowing that he will listen in a friend...
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We're not about selling products. We pride ourselves on building trusted, long-term relationships with clients - only by doing so can we truly understand our clients' immediate needs and future aspirations, and offer the quality, bespoke advice that they deserve.
St. James's Place guarantees the suitability of the advice given by members of the St. James's Place Partnership when recommending any of the wealth management products and services available from companies in the group, more details of which are set out on the Group's website.
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.