“My motivation comes from trying to repay the trust clients have placed in me by helping achieve their dreams and aspirations, providing a roadmap to success whilst being a voice of reason during life’s challenging moments.”
- Locations
- Manchester
- Phone number
- 0161 214 5543
Areas of advice
Financial Planning
Wealth Management
Steve has worked in the financial service industry since 1999 during which time he has gained considerable experience in investment management, banking and financial advice. He joined the RBC Brewin Dolphin Manchester office in 2012, initially as a Paraplanner, becoming a Financial Planner shortly afterwards. Steve specialises in complex pension planning, including schemes based overseas, and devising retirement planning, tax and IHT strategies for his clients.
He holds Chartered Status with both the Chartered Insurance Institute (CII) and Chartered Institute of Securities & Investments (CISI).