Steve is passionate about helping clients get financially well-organised so that they can focus their time and energy on what they truly want to be doing with their life.
He assists clients to protect, grow and use their wealth to achieve their personal goals and strongly believes that advice is pointless unless it is efficiently and effectively implemented. To achieve this he works in collaboration with clients’ other trusted professional advisers to make sure things get done!
Steve spends his time away from work with his lovely wife and three children. His dream holiday is snowboarding in Canada.
Steven has a passion for working with his clients to achieve their lifestyle goals and financial independence. Whilst Steven had a successful corporate career including management consulting to multinationals, along with holding senior financial controller positions, he knew that helping people was what he wanted to do. This awareness drove him to take his broad range of skills and experience and channel it into helping individuals as opposed to large corporates.
Steven has adopted a holistic approach in advising his clients and works well in collaboration with clients’ other professional advisers to make sure advice is implemented. Steven has a particular specialty advising medical professionals, however also supports a diverse range of clients.
When not at work, Steven enjoys playing golf, cycling and enjoying the outdoors with his family.
Sharon has been in the financial services industry for over 18 years and takes pleasure in using her natural creativity along with her love of process to create lasting efficiencies within the business. Sharon's motto “there has to be a better way” continually drives her to achieve this. The fact that it helps clients is an added bonus!
Outside of work, Sharon is mother of two girls, and married to a wonderful caring husband. She enjoys meeting with friends, art and gardening.
Client Services Officer
Adam's role is to offer the highest level of service to our clients, while also supporting both advisers. He is a dedicated and detailed worker who thrives on ensuring that clients know they are valued and looked after.
When he is not working, Adam enjoys cycling and entertaining with friends.