About Steve
I joined the company in 2025 as part of the Brooks Macdonald International acquisition. I am a professionally qualified and highly experienced Private Client Manager with a proven record of providing the highest level of investment advice and ongoing customer service.
I work closely with private clients and professional intermediaries and pride myself on developing strong and trusted relationships. I have travelled to South Africa regularly over the last 25 years. I have a deep understanding of the country and the key issues affecting my clients and how appropriate planning can help to achieve their longer-term goals.
Prior to joining Brooks Macdonald, I worked as a wealth manager for Lloyds Bank International Private Banking for 25 years, providing investment services to high-net-worth individuals in Europe and southern Africa. My role saw me travel extensively to explore business opportunities and to deepen relationships.
Outside of work, I volunteer as a member of a local Scout Group Trustee Board and I enjoy travelling, especially city breaks in Europe.