Steve joined Aspirations in December 2020, as a Senior Paraplanner and brings with him over 16 years of experience in the financial services sector. Before joining Aspirations, Steve worked as a Paraplanner for 9 years and before that was a Pre Sales Support Representative.

Steve is responsible for carrying out a lot of the background work required for clients who seek help with financial planning and works alongside Financial Planners to create, implement, and review client’s financial plans. Steve is also responsible for conducting thorough research, creating suitability reports and cashflows, and answering technical queries put forward by our clients.

Steve has a Diploma in Financial Planning and is currently working towards becoming Chartered. His specialties include pensions and cash flow planning.

Outside of work, Steve enjoys hockey, where he plays and volunteers for his local hockey club, he is the Men’s Club Captain and League Liaison, having previously captained one of the men’s sides. Aside from hockey Steve also enjoys cricket and cooking.