Steven joined Portfolio in May 2022 after starting in finance back in 2012 managing a call center providing home insurance. Steven has spent the last 8 years as a personal banker in a busy branch of a major high-street UK Bank.
Currently working towards a diploma in regulated financial planning through the CII Steven will be working to develop his financial planning career.
In his spare time Steven enjoys spending time with his family and son, Oscar. He’s an accomplished musician and plays both the drums and the guitar.
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and regulated by the Financial Conduct Authority
under the reference number 455542.
Registered in England & Wales. Registration
number is 04424786
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Langdon Road, Swansea, South Wales SA1 8QY
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