Steve is the Business Development Director for Tavistock Asset Management. Steve has over 20 years’ experience in financial services and spent over a decade at Barclays Wealth managing private client portfolios, before becoming Investment Director for PB Financial Planning (PBFP) in 2010. He joined the Group in 2016 with the acquisition of PBFP, serving as an Investment Consultant and Head of Adviser Support. Steve holds an MA in International Political Economy from the University of Leeds, as well as Chartered Wealth Manager status with the CISI where he is also a Chartered Fellow.
