Steven was involved with Financial Services, in a regulated role, from 1986 when he worked with Sun Life in Bristol. He then went onto operate as an IFA in Bath for the same company, from 1991, in their Investment Seminar Team.
He joined St. James’s Place back in 2011 and was mainly involved in tax planning initially and then worked within banking services and Discretionary Fund Management schemes for Rowan Dartington.
He retired from advising clients in May 2024 and is now using his extensive network as a client liaison consultant.
Rowan Dartington is a wholly owned subsidiary of St. James’s Place.
