With over 13 years of experience in financial services, Steve has garnered valuable expertise at some of the largest institutions such as Lloyds Bank, Bank of America, and CitiFinancial. Steve has been working as an independent financial adviser (IFA) since 2020, after progressing from a paraplanning support role once he gained his level 4 diploma in regulated financial planning (DipPFS). He frequently undertakes charitable challenges, recently conquering Kilimanjaro.
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