Steve at work
I have been a financial adviser since 1996. After a stint as a manager in the mortgage market, I became an investment and pension specialist in 2005. I launched Stonegate Wealth Management in 2015 and we moved into our current home in 2019.
On a day-to-day basis, I am talking to clients. This could be to review the objectives we are working towards or to deal with a change in circumstances. I am also responsible for the smooth running of the business, ensuring we deal with client work in a timely and regulatory compliant manner.
I have been recognised as a Top Rated Adviser eight years in a row and have featured in The Times and The Telegraph newspapers.Qualifications