Steve has been involved in the life and pensions industry since 1976, becoming Life and Pensions Technical Support Manager with Commercial Union, followed by over 7 years as a Broker Consultant. He left the insurance companies in 1990 to become an Independent Financial Adviser with a local firm and this is where he started working with Pat.
In 1997, Steve and Pat left to set up Meon Valley Financial Planning to focus on clients looking for a high level of service combined with a friendly and straightforward approach to what can be complex subjects.
In 2008, the company began trading under the name of Retirement and Investment Solutions as this better reflects what the company is all about – providing solutions to those clients approaching, at or in retirement.
Due to his background and training as a Technical Support Manager, Steve has extensive knowledge of all aspects of financial services but he is particularly experienced in all aspects of pensions and has a number of specific and specialised qualifications in this area.
Outside of work, Steve has a passion for the great outdoors and is a keen golf, football and rugby fan.
Steve is qualified to Diploma level with the Personal Finance Society (DipPFS), and also has the advanced Pension Qualification G60 which enables Steve to advise on Occupational Pensions and Pension Transfers.
“I get a real buzz from helping people with their financial problems and working at Retirement and Investment Solutions provides me with an ideal platform to do this"