After graduating in law from the University of Lancaster in 1997, Steve joined Broadbridge Stockbrokers in Leeds, where he attained the Securities Institute Diploma.
Broadbridge was subsequently acquired by Brewin Dolphin in May 2000 and Steve was appointed a Divisional Director in 2010.
He focuses on discretionary portfolio management for a variety of clients, covering high net worth individuals, pension funds, Trusts, Corporate entities and Offshore Bonds.
As well as being able to utilise the whole range of conventional asset classes, Steve also has particular expertise in institutional structured products. This asset class is particularly favoured by those clients who like to be able to see and assess investment parameters at the outset, bespoke strategies are regularly used for entrepreneurial clients. These clients might have sold their business interests and have been used to managing risk themselves, they are often happy to cap potential upside returns in return for enjoying varying degrees of downside capital protection.
Steve is a Fellow of the Chartered Institute for Securities and Investment and a Chartered Wealth Manager.
0113 241 0154