Steve joined the Practice in 2018 as a Financial Adviser following on from 10 years at HSBC. Steve’s background within HSBC focused on building long term relationships with clients and meeting their financial needs. Steve believes that building an excellent client relationship and understanding clients’ needs results in good sound Financial Planning Advice. Steve is passionate about providing a personal service and believes that each client requires and deserves tailor made financial solutions specific to their needs. Steve is enjoying getting to know some of the existing clients of Cuthbertson Wealth Management but also building new relationships with new clients and introducing them to
St. James’s Place.
When not working Steve loves to spend time with his wife and 2 young boys and has a keen interest in all sports, history and travel.