Steven is a Financial Planner at Titan Wealth Planning.
He has over 12 years’ experience in the financial services industry and has been advising clients for over 10 years. As a Financial Planner, Steven focusses on formulating bespoke financial plans that enable his clients to achieve their ‘real world’ objectives.
Steven fosters long term relationships with his clients becoming their trusted adviser by regularly reviewing financial plans and communicating the sometimes complex in a clear and concise manner. He also leverages the benefits of technology, such as, cashflow modelling to extrapolate clients’ financial futures, highlighting the impact of recommendations made and/or changing circumstances.
He advises across all areas of financial planning; Investments, Retirement, Protection and Estate & Inheritance Tax planning.
Professional Qualifications
DipPFS – Financial Planner of the Personal Finance Society.
Personal
Steven lives in Canterbury, Kent. In his spare time, he enjoys travelling, keeping fit and playing sports, primarily football.