Steven joined Mattioli Woods in 2010 with the benefit of previous experience in the financial services industry. After initially graduating from Leeds University, he joined Rowanmoor Pensions as a pensions administrator and subsequently Chase de Vere as a technical consultant, providing technical pensions support to clients and professional contacts.
Following a number of years managing client portfolios at Mattioli Woods, Steven moved across to the consultancy team, where he now advises high-net-worth individuals and business owners on a range of pension and wealth management planning strategies.
As a regulated financial adviser, Steven continues to focus on helping clients and their families grow their wealth and achieve their financial objectives in retirement.
Outside of work, he enjoys cycling, skiing, and travelling to new places with friends and family.