Steven is an Investment Manager and Divisional Director in our Newcastle office. He manages investment portfolios for private clients, multigenerational families, business owners and entrepreneurs. He also looks after the portfolios of the clients of independent financial advisers.
In his work with business leaders, he manages their investments during their career and at exit, bringing in Newcastle’s Financial Planning team to provide pension, tax planning and investment protection advice.
Steven began his financial services career with Wise Speke – later bought by RBC Brewin Dolphin – in 1995 on the old National Youth Training Scheme in the Database team. He is proud of how he has moved up the ladder from Trainee Investment Manager to Divisional Director. He is a Fellow of the Chartered Institute for Securities & Investment and a Chartered Wealth Manager.