Steve is a Chartered Financial Planner and an Associate of the Personal Finance Society. He provides specialist advice to professionals, business owners and entrepreneurs and looks after high net worth clients across the UK. With a BSocSci (Hons) in Philosophy and Politics from the University of Birmingham, Steve started his career in financial services at Friends Provident in 1996. He joined Dewhurst Torevell in 2000, where he became Assistant Director and Head of Investment Research (responsible for co-ordinating the management of approximately £750m) before co-founding Five Wealth in 2016. Steve loves getting deep into the countryside and hills. He is a ‘retired’ ironman but still attempts to raise money for good causes by entering triathlons or other events that are way too long. Steve also co-ordinates Five Wealth’s charitable activities.