“I enjoy the challenge of working with clients, understanding what is important to them, and creating solutions to meet their life goals.”
Steve is a Chartered Financial Planner and Fellow of the Personal Finance Society. Having completed his Investment Management Certificate (IMC) Steve is an expert in investments and a key member of the Paradigm Norton Investment Committee.
Steve works with clients who are in the accumulation stage of their financial journey. Having a depth of experience at working with these clients to identify their future aspirations and shape their financial goals to achieve their dreams through the process of financial planning.
As the in-coming chairman of the Paradigm Norton Trust Steve has a become a knowledge hub of social impact investments and philanthropy. This insight places Steve as a perfect member of our culture and values team, shaping the how of the company.
Outside of work
Outside of work Steve has two loyalties: sport and family and he can often be found playing football, or any other sport, with his three nieces. Spending time with his brother and sister and their families is when Steve is at his happiest.