Step-By-Step is a Chartered Financial Planning firm whose aim is to deliver a personal, tailored service.
They take great pride in the high level of service they provide to their private and corporate clients. They obtain the majority of their new clients through referral from existing clients or from professional partners (e.g. solicitor and accountancy firms), which is testament to the first class professional service they provide.
In addition to providing advice on all the standard areas of financial planning such as pensions, savings and investments, protection and mortgages, they are also qualified to provide specialist advice in more complex areas including pension guidance in divorce, trust investments, inheritance tax planning and long-term care planning.
An initial consultation at your home or place of work, to determine how our services may be of value to you, is without cost or obligation.
Steve has two children, Harry and Amelia. When not spending quality time with his family, including watching Harry play football, he enjoys socialising with friends. He is an avid football fan and follows Aston Villa FC.