Steve has worked in financial services since 1999, and been part of the Wren Sterling Family since 2009.
Steve is a financial planner, taking into consideration both the needs of his clients and the benefits that his advice may have on other family members. His particular interest is in retirement, investment, inheritance tax and later life planning; helping those who are approaching, or who are in retirement, to plan their futures, maintain their standard of living and pass on their wealth to future generations.
Financial adviser Nottingham
You can get in touch with Steve at our offices in Nottingham. Our network of advisers across the UK means that if you’re looking for local financial advice, we can help. We specialise in all areas of financial planning for both corporate and individual clients all over the UK.