Steve is Chief Executive Officer, with 15 years’ experience building and growing wealth management and investment businesses. As an Executive Director of a national advice group, he played a leading role in its growth to around £10bn in assets. He also founded a discretionary fund management business, growing it to nearly £3bn in client assets.
Steve has extensive experience in investment propositions, platforms and bringing businesses together successfully. His focus is on building a firm where advisers are well supported and clients receive consistent, high-quality advice and investment solutions.