Services

  • Financial services and wealth management
  • Offshore services
  • Trust & estates
  • Trusts and estates/fiduciary services
  • Wealth management

Sectors

  • Family offices
  • Financial services
  • Pensions and post retirement benefits
  • Private clients and family offices
  • Professions and other service industries
  • Retail and wholesale
  • Wholesale and retail

Steven is director of Moore Stephens Financial Services Limited and by profession a Financial Planner. He is also part of the Moore Stephens BusinessSense® team.
 
With a background of over twenty years in the financial industry, the past ten of which he spent in financial planning, Steven provides a full spectrum of financial planning to corporate and retail clients, both domestic and internationally based. Steven joined the firm in June 2015 after roles in investment analysis, compliance, and financial trading. He was previously in the Royal Air Force. 
 
He has a Diploma and Certificate in Financial Planning, a Certificate in Pension Transfer Advice, holds the AF3 Advanced Pension Planning qualification and holds a Certificate in Mortgage Advice and Lending issued by the Chartered Insurance Institute (or CII as it's more commonly known).
 
Steven is a member of the Personal Finance Society, the Chartered Insurance Institute, the Society of Mortgage Professionals, the Isle of Man Business Network and the Chartered Financial Analysts Society.