About Stephen
Stephen, also known as Steve, is an experienced and professional financial adviser with more than 30 years’ experience in the financial services industry.
After joining Lloyds Bank in 1989, Steve progressed to become a fully qualified financial adviser in 2000. Steve spent five years working for NFU Mutual looking after farming clients, before taking on his current role in August 2018.
Steve’s focus is offering friendly and expert advice on many aspects of personal financial planning, and having the skill to be able to translate complex financial matters into easy-to-understand solutions.
Steve enjoys helping his clients realise their long-term financial goals through comprehensive cashflow planning. He provides advice on many areas, including pensions, investments, and Inheritance Tax planning.
Outside of work, Steve and his wife Pat like taking country walks with their energetic dog Gracie, as well as eating out. Steve is a lifelong supporter of Preston North End, and also enjoys taking in the cricket at Old Trafford.
Stephen is supported by
Paul Thomas
Client Manager
Jenny Lloyd
Client Support
Qualifications
