Retirement and investment planning

Steven takes a practical approach to financial advice, helping clients consider how their investments, pensions and wider finances can support their goals through retirement and beyond.

His extensive banking and financial advice experience gives him a broad understanding of the financial decisions clients face at different stages of life. Steven works with clients to make complex financial considerations easier to understand and create plans aligned with their individual circumstances and objectives.

Experience in financial services

Steven began his career in retail banking more than 35 years ago, progressing through a range of roles before becoming Area Director for Mortgages in Kensington and Chelsea.

He later joined Linden House, part of St. James's Place Acquisition Services, where he provided financial advice focused on retirement and investment planning. Working alongside HJP during this period further developed his experience in these areas.

Steven returned to HJP in 2023, bringing more than three decades of banking and financial advice experience to his role.

Life outside financial planning

Steven lives in West Sussex with his wife of more than 30 years. They have three adult children and a dog.

Outside work, Steven enjoys walking the dog, running, spending time with his family and going on holiday. As he says, he runs — just “not fast.”