Steve started his career in Financial Services as a paraplanner and latterly a paraplanning team leader for a highly successful IFA firm in Surrey. He then became an Investment Manager at Smith & Williamson where he was dual authorised to provide both financial advice and discretionary investment management services. For the past two years Steve has been a valued member of Parmenion Investment Management where he has been actively involved in the development and management of our investment solutions.
Steve’s experience gives him unique insight into Adviser businesses and he is highly attuned to the challenges which they face. Steve is dedicated to helping businesses grow their profitability through effective use of technology and appropriate investment outsourcing.
Steve holds the Diploma in Financial Services, is a Chartered Wealth Manager and a Chartered Fellow of the Securities Institute (C.I.S.I.)