Wealth Management Consultant
Steven joined Mattioli Woods in 2010 with the benefit of previous experience in the financial services industry. After initially graduating from Leeds University, Steven joined Rowanmoor Pensions as pensions administrator and subsequently Chase de Vere as technical consultant, providing technical pensions support to clients and professional contacts.
Following a number of years managing client portfolios at Mattioli Woods, Steven joined the consultancy team, where he now advises business owners and high-net-worth individuals on a range of pension and wealth management planning strategies.
Steven has attained the Diploma in Regulated Financial Planning and focuses on helping clients grow their businesses and achieve their financial objectives in retirement.
About Mattioli Woods plc
Mattioli Woods plc is one of the UK's leading providers of wealth management and employee benefit services, advising over 10,000 clients with assets under management, administration and advice in excess of £8.8 billion. With offices in Aberdeen, Buckingham, Edinburgh, Glasgow, Leicester, London, Manchester, Newmarket, and Preston, it aims to provide trusted advice, high service standards and personalised delivery.