Steve has lived in Carlisle for most of his life and studied at The Newman School.
The formative years in his career were spent in the banking sector where he gained a wealth of experience including transactional banking, customer service, management, coaching and development, mortgage advice, protection, investments and retirement planning. He has been a qualified regulated financial adviser for 20 years.
Steve prides himself on the service he provides to his clients. Over many years he has realised that every client has different needs and objectives and he will take care to make sure than any advice is tailored to meeting his client’s needs.
Steve specialises in all aspects of corporate and personal financial advice including all aspects of retirement planning, inheritance tax planning, investment for growth or income (or both) and business and family protection.