Steven joined our Elgin office in March 2014, bringing over 20 years of experience in financial services.

Starting his career in banking, he moved into financial planning in 1999. Initially working for large national insurance companies, Steven became an Independent Financial Adviser in 2003.

Steven specialises in retirement planning, investment planning, estate and tax planning.

Outside of work, he enjoys a spot of golf, spending time with his family and going on long walks with their dog, Phoebe.

What do you like most about working at Acumen Financial Planning?

“Acumen Financial Planning stood out as a company that’s main focus was on their clients and the best outcomes for them, which made the decision to join them very easy indeed. I enjoy helping clients with their retirement planning, particularly when we can tell them they have reached the point where they can retire anytime if they want to.”

What’s the best advice you’ve ever received?

“Treat others as you would want to be treated yourself.”

• What are some of the benefits of using a Financial Planner?