Harpenden
Steve has worked in Financial Services since 1999. He holds the Dip CII qualification, including the MAQ mortgage advice certificate, and enjoys delivering holistic financial planning tailored to each client’s goals.
Steve’s approach is based on listening and understanding what truly matters to his clients. He values clear conversations that help clients feel confident, and he finds it rewarding when the plans they create together achieve the results the client hoped for.
Outside of work, Steve enjoys the gym, running and fitness competitions. He founded a local run club with nearly 500 followers, has completed the London Marathon three times and has raised more than £250,000 for charity over 15 years. He is also a keen supporter of Saracens and England Rugby.
A fun fact about Steve is that he created the well-known “Oh Maro Itoje” chant, now sung widely across the rugby world. One thing on his bucket list is attending the Rugby World Cup in Australia in 2027.
We always take great care and use best endeavours to make every effort to get things right first time, we appreciate that mistakes can occasionally happen. If you believe something is not correct or you are unhappy with any aspect of our service, please do get in touch with us. Your Financial Planner should be your first point of contact. Alternatively, you can contact their Office Principal using the details provided on this website. We will listen to your concerns and do our best to resolve the matter promptly and fairly.
If you wish to make a complaint, please contact the Complaints Inbox at complaints@pfgl.co.uk and the matter will be handled in line with the complaint handling rules set down by our regulator, The Financial Conduct Authority.
If after your complaint has been investigated, you remain unhappy with our response, you may be able to refer your complaint to the Financial Ombudsman Service, which can be contacted as follows:
The Financial Ombudsman Service, Exchange Tower, 1 Harbour Exchange Square, London, E14 9SR
Tel: 0800 023 4567
