Steven started work in banking with Natwest, working as a financial adviser with them for almost 10 years. He decided to take the opportunity to move from NatWest in order to help him offer a broader range of advice for his clients, he joined a firm of financial advisers in the city where he met his business partner, Jonathan Davies. They joined forces and founded their own firm in 2001. With more than 30 years of experience in finance, Steve now provides a broad range of financial planning services to private clients and business owners in many fields. He can help with a wide range of advice from investments, retirement options, mortgages and protection.
THE VALUE OF PENSIONS AND INVESTMENTS AND THE INCOME THEY PRODUCE CAN FALL AS WELL AS RISE. YOU MAY GET BACK LESS THAN YOU INVESTED.
YOUR HOME MAY BE REPOSSESSED IF YOU DO NOT KEEP UP REPAYMENTS ON YOUR MORTGAGE.
