Steven has over fifteen years industry experience and has been working with IFA’s since 1996. He is a Certified Financial Planner licensee and has achieved the Chartered Financial Planners designation, placing him amongst the most qualified practitioners in our profession.

Steven works with Steve Martin to produce Comprehensive Financial Planning Reports, incorporating as many aspects as are relevant to our clients' particular circumstances; protection, retirement planning, investments, tax mitigation, etc. Steven also assists with the Lifetime cashflow analysis that is integral to the approach taken by Smart with its clients. These, where appropriate, will be prepared and incorporated using Prestwood's Truth™ Financial Planning software.