With over 20 years’ experience, Steven is a highly skilled, independent financial adviser offering friendly, impartial and bespoke financial advice to personal and business clients.

Steven specialises in individuals ‘at retirement’ and considering their options with existing pensions - especially given all the recent changes in rules allowing much more freedom and flexibility. In addition, his expert advice extends to lump sum investments and life cover / illness cover. 

Steven has the diploma in financial planning and holds the advanced ‘Pension Transfer Specialist’ qualification. In addition, Steven has experience in long term care insurance, trustee investments and court of protection / power of attorney cases.

Steven spends most of his spare time enjoying sports. He is an FA level 2 qualified football and level 2 Futsal coach, child welfare officer for the Inspired Futsal League and a qualified Futsal referee. A season ticket holder at Manchester City, Steven also enjoys spending the time at the gym and watching films. Steven is married with 2 children and lives in Hyde, Greater Manchester.

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