Senior Partner Practice of St. James's Place Wealth Management
Steve started his financial services career in 1994 at Friends Provident where he became an executive consultant in 1998 before becoming self-employed in 2003. Two years later, he left the life insurance company to join St. James's Place Wealth Management.
Steve is an inheritance tax and investment planning specialist and has focused much of his business on helping clients grow and protect their family wealth.
Away from work, Steve is a keen golfer and Portsmouth Football Club supporter.
The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the group's wealth management products and services, more details of which are set out on the group's website www.sjp.co.uk/products. The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives.
New Forest Wealth Management is a trading name of New Forest Wealth Management Ltd. New Forest Wealth Management Ltd is registered in England and Wales, Number 8181768. Registered Office: Chancery House, 30 St Johns Road, Woking, Surrey, GU21 7SA.