“My main aim is that my clients’ financial objectives are met, be that security, succession planning or providing an income and/or growth for life. We are in a very privileged position.”
- Locations
- Birmingham
- Phone number
- 0121 710 3546
Steven joined Brewin Dolphin in 2012 and is an Investment Manager in the Birmingham office. He has a breadth of knowledge managing multi-asset portfolios for ultra-high-net-worth private clients including tax-wrapped portfolios such as SIPPs and ISAs.
He specialises in corporate exits, working closely with business owners and their advisers during the run up business sales, as well as after the event. In addition, Steven looks after the investment needs of many landowners and farmers. He hopes to make Brewin Dolphin Birmingham an ‘entrepreneurial super connector’, bringing investors, professionals and new firms together.
Steven is also Head of Growth in the Birmingham office and chairs the Regional Growth Committee. A former Financial Planning Manager for Lloyds TSB, Steven has the rare dual qualifications of Chartered Wealth Manager and Financial Planner. He is a Fellow of the Chartered Institute for Securities & Investment.