Steve has over 20 years of experience within the financial services industry working previously for the UK’s largest Bank in an advising and management capacity. His success was built on forging lasting relationships with clients as well as advising on all aspects of personal and business finance.
Steve accepted an invitation to join McMillan Financial Advice in 2021 where he will be helping clients with every aspect of their finances. I have an excellent understanding of retirement planning and pension planning through to financial protection, mortgages and equity release*.
Outside of work is spent with my wife and 2 young children, I enjoy cycling, walking and watching any sport.
Your home may be repossessed if you do not keep up repayments on your mortgage.
The value of an investment with St. James’s Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested
*This is a lifetime mortgage or home revision plan. To understand the features and risks associated with such products, please ask for a personalised illustration.