financial adviser shrewsbury

About

Steve is passionate about Finance, he holds a Bachelors degree in Business Studies and then went on to complete a Masters Degree in Management with Finance, having worked as a financial contractor for one of the largest high street banks, he then went on to work in compliance while studying to become a financial adviser, he has now achieved the CII Level 4 Diploma in financial and planning and is a member of the Personal Finance Society, he continues to study and is well on the way to achieving Chartered Financial Planner status.

Steve’s aim is to provide independent financial and wealth management advice for a diverse range of clients, emphasising on building long lasting and strong relationships with his clients and thus being able to create an excellent financial plan for their current needs and aiming to get clients to where they want to be in the future