- Specialist areas:
- Business owners, divorce.
Steven is a Chartered Financial Planner whose career in financial services spans almost 30 years. He started his career as a clerk at Eagle Star in Manchester in 1983 and joined Scottish Life as a broker consultant in 1986 where he enjoyed a very successful career until he left to join Clarion as an advisor in the 1990s. Steven is a director of Clarion Wealth Planning Limited and Clarion Investment Management Limited.
Steven brings a deep understanding of clients’ needs and objectives to the management of their financial affairs, targeting these objectives by helping clients - in particular business owners and their families - create well thought-out plans and make well-informed decisions. He has also on many occasions acted for clients in divorce matters, from a financial perspective.
Steven has managed complaints for clients against other firms, with many successful outcomes – the three most recent totalling more than £225,000 in compensation.
Steven lives in South Manchester with his wife and two daughters. Outside of work he has a strong interest in history, music and films. At weekends he can found scaling to the slopes of the mountains of Great Britain, and has completed the National Three Peaks and, most recently, the Yorkshire Three Peaks Challenge.
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