About Steven
I work with private clients and Trust companies to manage relationships and develop financial and investment planning solutions. Previously, I worked as an International Financial Manager for Lloyds Private Bank in the UK and UAE, before moving to Jersey in 2010 as a Private Client Manager. I am a member of the Chartered Insurance Institute (CII) and hold the Diploma in Financial Planning and the South African RE5 FAIS qualification. I have over 35 years’ experience in the financial services industry and joined the company in 2025 as part of the acquisition of Brooks Macdonald International.
Outside of work, I enjoy spending time with family and friends and, when the Jersey sun is shining, venturing out on the golf course.