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


  • 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 a financial adviser in Moore Stephens Financial Services Limited and part of the Business Sense team.

With a background of over eighteen years in the financial industry, the past eight of which he has spent in financial planning, Steven provides a full spectrum of financial planning to corporate and retail clients, domestic and internationally based, including protection planning, retirement planning, investment planning and estate planning.

Steven joined the firm in June 2015 after roles in investment analysis, compliance and trading. He was previously in the Royal Air Force.

He has a Diploma and Certificate in Financial Planning, a Certificate in Pension Transfer Advice and a Certificate in Mortgage Advice and Lending issued by the Chartered Insurance Institute (or CII as it's more commonly known) and hopes to attain Chartered Financial Planner status in 2018.

Steven is also a member of the Personal Finance Society, Society of Mortgage Professionals and the Chartered Financial Analysts Society.