With an impressive ability to explain complicated financial concepts in simple terms, Steve spent over 20 years with Lewis Brownlee Financial Services before joining Progeny in the summer of 2023.
Steve has helped many clients to define their desired lifestyle over the years. It is therefore easy to see that he thrives on creating the plans that help the achieve them. Firmly believing that ‘listening’ is the key to ‘good’ financial planning, Steve’s approach puts clients at ease that their needs are genuinely understood and taken care of.
Often working alongside the next generation in financial planners, Steve has built a vibrant and talented team who have benefitted exponentially from the knowledge he has to offer. With strong mentoring skills and the foresight to embrace how technological advancement might benefit financial planning, Steve is greatly respected and admired by clients and his team alike.
With specialisms in Savings and Investments, Pensions and Retirement Planning, Steve has a broad wealth of financial expertise in all areas of planning. Having contributed to both local and national press (as well as putting in the odd tv appearance every so often!), clients can be sure that whatever their financial concern, Steve is well placed to offer the professional and impartial financial advice they need.
