Steven Doherty

Client Relationship Officer

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.