Initially Steve trained and worked as an accountant in commerce and industry.
He then moved into Financial Services in 1986 as a client adviser for an insurance company.

In 1990 he joined a national firm of Independent Financial Advisers, providing advice to corporate clients and their directors. Steve has been an IFA since and now specialises in advising clients in the approach to and throughout their retirement.

Steve has significant experience in many aspects of financial planning and is often called upon to combine clients’ investments with strategies to mitigate the potential effects of Inheritance Tax on clients’ estates.

Steve has passed the Financial Planning Diploma and is also a pension transfer specialist.  He is an affiliate of STEP which is the Society of Trust and Estate Practitioners.

Steve lives with his wife Anne and between them they have five children..

Initially Steve trained and worked as an accountant in commerce and industry.
He then moved into Financial Services in 1986 as a client adviser for an insurance company.

In 1990 he joined a national firm of Independent Financial Advisers, providing advice to corporate clients and their directors. Steve has been an IFA since and now specialises in advising clients in the approach to and throughout their retirement.

Steve has significant experience in many aspects of financial planning and is often called upon to combine clients’ investments with strategies to mitigate the potential effects of Inheritance Tax on clients’ estates.

Steve has passed the Financial Planning Diploma and is also a pension transfer specialist.  He is an affiliate of STEP which is the Society of Trust and Estate Practitioners.

Steve lives with his wife Anne and between them they have five children..