Steve started his career in financial services in 1985 becoming an Independent Financial Adviser in 1988 at Halifax Building Society. Steve subsequently spent 17 years at a national Accountancy Practice working alongside his audit, corporate finance and tax colleagues before moving on to a City based wealth management firm. Steve provides holistic wealth management advice to business owners, company executives, professional partners and other affluent investors. Steve is a Chartered member of the CISI and specialises in providing investment, estate planning and pre and post retirement planning advice.