Position: Proprietor & Financial Adviser
Steve’s first experience in the financial and investment arena was having won a number of Williams & Glynn sponsored National Fund Management competitions in the early 1980’s. From there, working for a number of Investment Management groups, venturing into direct retail advice in the late 1980’s. Steve has worked with individual private and corporate clients, both in the UK, Europe, Middle East and Far East. Steve’s focus for AJ Life is to serve and nurture private and corporate clients in the areas of personal and business planning. Steve’s ethos and approach is always to educate and coach clients, so as to empower them with greater knowledge and understanding of the choices and alternatives available to them in the planning process. Steve’s belief and approach with 30 plus years experience is that, simple and effective financial planning is readily available.