Senior Partner Practice of St. James's Place Wealth Management
Steve has been working in financial services for over 25 years. He specialises in advising employers on their employee benefits arrangements, and business owners on their personal arrangements.
In addition Steve provides his client-employers with an executive counselling service for their senior employees on their financial planning needs who find themselves “time-poor and cash-rich”.
When Steve is not at work he enjoys the great outdoors, providing a ‘taxi service’ for his children and coaching on a Sunday morning at Clifton Rugby Club in Bristol.
“During my time working in financial services I have built many long term relationships with both clients and other professionals. I find working with other professionals is an excellent way to make sure that the advice I give to my clients is current and comprehensive.”
The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the group's wealth management products and services, more details of which are set out on the group's website www.sjp.co.uk/products. The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives.
Lansdown Place Wealth Management Ltd is registered in England and Wales, Number 5458948. Registered Office: 2 Oakfield Road, Clifton, Bristol, BS8 2AL, England.