Steve has worked in wealth management for almost 40 years, originally founding his own firm, which later joined with CPN in 2018 and then Amicus Wealth Management following the merger in 2026.
He holds the CII Level 4 Diploma in Financial Planning.
Senior Financial Adviser
Steve has worked in wealth management for almost 40 years, originally founding his own firm, which later joined with CPN in 2018 and then Amicus Wealth Management following the merger in 2026.
He holds the CII Level 4 Diploma in Financial Planning.