In Steven’s role as a chartered financial planner, he provides a financial planning advice service to clients at Henwood Court. This involves gaining an understanding of their needs and developing effective relationships. He is highly qualified and has been awarded the designation of Fellow of the Personal Finance Society (PFS) in recognition of his commitment to professional excellence.
Steven’s role includes a collaboration with other relevant professionals and the use of sophisticated cashflow technology to produce a bespoke life plan supported by a comprehensive financial plan. Steven is also a qualified pensions specialist.
Steve is married and lives in Sutton Coldfield with his wife and grown-up son. He spends his spare time sampling the delights of local restaurants, valiantly trying to keep up with his fitness fanatic son in the gym and chasing his two, well trained, miniature labradoodles around Sutton Park.
Steve likes to put something back into society and is proud to be a regular blood donor heading towards a Silver Donor Award and he has also run in The Midlands Fun Run to raise funds for The Brain Tumour Charity.