Harpenden
Steve has worked in Financial Services since 1999. He holds the Dip CII qualification, including the MAQ mortgage advice certificate, and enjoys delivering holistic financial planning tailored to each client’s goals.
Steve’s approach is based on listening and understanding what truly matters to his clients. He values clear conversations that help clients feel confident, and he finds it rewarding when the plans they create together achieve the results the client hoped for.
Outside of work, Steve enjoys the gym, running and fitness competitions. He founded a local run club with nearly 500 followers, has completed the London Marathon three times and has raised more than £250,000 for charity over 15 years. He is also a keen supporter of Saracens and England Rugby.
A fun fact about Steve is that he created the well-known “Oh Maro Itoje” chant, now sung widely across the rugby world. One thing on his bucket list is attending the Rugby World Cup in Australia in 2027.
The information contained within the website is subject to the UK regulatory regime and is therefore primarily targeted at customers in the UK.
Should you have cause to complain, and you are not satisfied with our response to your complaint you may be able to refer it to the Financial Ombudsman Service, which can be contacted as follows:
The Financial Ombudsman Service, Exchange Tower, London, E14 9SR
Tel: 0800 023 4567 or 0300 123 9123