Steven has recently joined the team in the role of Client Services Manager. Steven’s role has been created to help our advisers deliver a high level of service to our clients. Steven is a constant point on contact, based in the office.
Prior to joining, Steven has extensive experience working with other financial planning firms via technical ‘adviser support’ roles. Steven will continue to work in preparation of client recommendations so clients will benefit from having an additional point of contact who will also be familiar with their circumstances.
Away from work Steven has travelled extensively in recent years. He is also a recent convert to cycling. He also enjoys walking when he is not falling off his bike!
He can be contacted on the main office number 0141 204 3272
email : firstname.lastname@example.org