Professionally

At work

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.

Personally

At home

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.

Spotlight questions

Getting to know
Steven

What do you enjoy most about your job?

Seeing clients living the life they want to live.

What motivates you at work?

The delivery of a world-class service.

Who inspires you? Why?

The late Sir Tom Moore; he wasn’t going to let a World War or a pandemic stop him.

What’s at the top of your bucket list?

An African safari

contact us

We’re here to help

0121 313 1370
The Cruck Barn
20 Country Park View
Sutton Coldfield
B76 1TE

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