Steve's journey in finance began in 1987 at NatWest Bank after completing 8 O'levels and 1 A level in Economics. Steve further solidified his education with an ACIB Foundation qualification in Accountancy, Law, Economics, and the Business of Banking.

Joining Furnley House in September 2016, Steve brings a wealth of experience and qualifications to his role. He holds a QCF 4, an Advanced Diploma in Financial Planning AF5, and is a STEP Associate Member with additional qualifications in Trust & Estate Planning.

As a Financial Adviser, Steve's responsibilities encompass advising clients comprehensively, ensuring their financial goals are met. He is dedicated to his clients' needs, demonstrating excellent organisational skills and a commitment to understanding their unique situations. Steve's effectiveness is rooted in his ability to be a good listener and convey complicated financial matters in an understandable manner.

Outside work, Steve enjoys morning swims, long walks, and supporting Coventry City FC. A keen trumpeter, he also loves music, reading, cooking, and exploring his passion for share/fund-based investing.