Steve likes to consider his work with clients as getting them ‘financially fit’ to achieve their ambitions. He has significant experience in helping individuals to prepare for retirement and enjoys determining when and how they can attain financial freedom. To achieve this, he focuses on careful tax planning, consolidation, and correct asset allocation.
He brings a wealth of experience, having advised clients for almost 30 years, working as a director and business owner at Brunel Capital Partners and as Managing Director at IronBright Investment Management Ltd before joining Saltus in 2022.
In his spare time, Steve has enjoyed a spectacularly mediocre sporting life chasing a hockey ball around many astros in the UK and further afield; having since retired from Reading Hockey club, his midlife crisis now extends into the world of triathlon and other irresponsible activities.
Steve is a big family man, married to Pip with 3 grown up children, Cormac, Hamish and Madigan, and their dog Walter.