Senior Partner Practice of St. James's Place Wealth Management
Steve joined the practice in January 2017, initially working on our Workplace Pension Scheme before taking on the challenge of becoming a wealth adviser. Steve completed the St. James’s Place Academy in April 2018 followed by becoming Diploma qualified later in the year. He and has taken up his role as an adviser within the practice. His passion is to deliver quality advice and to feel he has given real value to his clients. Steve has a wealth of contacts from years in the local business networking scene, where he has been a very active member for many years and is looking to help wherever he can.
With his previous experience to draw from, coupled with a friendly hard working approach Steve is eager to face his new challenge. Away from the office Steve is an avid photographer, keen golfer, family man and member of the ‘Dads Taxi’ union all while trying to keep fit. Steve’s fitness efforts have seen him become a club runner and in April 2019 he completed the Virgin Money London Marathon, an experience he will never forget.
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.