Stephen Walsh

February 06, 2020 - danle1

Steve Collier joined us as Financial Planner in September 2016. With over 30 years of experience in the financial services industry, Steve bought a wealth of knowledge to Furnley House and a number of his clients chose to stay with Steve and moved their investments to Furnley House.

One of those clients was Stephen Walsh, he started working with Steve over 15 years ago and built a great relationship over the years. Stephen wanted some help with his investments and pensions and chose to work with Steve at Furnley House. We now manage all of Stephen’s savings and have helped him to make his funds more accessible which has meant he has been able to retire and move into his new home in Evesham with his partner.

Since working with Furnley House, Stephen has recommended some of his closest friends and family members to us and is a true advocate of our ethos and way of working. He is a great supporter of the Furnley House Foundation and the events run by the charity and was one of the clients that attended the launch of our Leamington office in 2017.

He has also taken part in our latest focus group at the end of 2019 and at the end we asked him to say a few words about working with Steve and Furnley House, here’s what he had to say:

Stephen Walsh