Steve is an Independent Financial Advisor focused on helping clients to grow their Wealth and support them towards their financial aspirations.
Specialist Qualifications:
Steve’s advice is grounded in strong family ethics and his experience of Mortgage Advice for over 10 years, supported by the LIBF Diploma in Financial Planning alongside specialist certifications in Equity Release.
Away from his professional life, Steve is an accomplished Squash player. Steve has played since he was 8 years old. He has represented the County of Worcestershire and The West Midlands.
Steve has previously also been Chairman of Stourbridge Lawn Tennis and Squash Club giving him great leadership experience.
He is a family man through and through, spending most of his spare time with his wife and 3 lovely children.
Everybody loves Steve.

Our services relate to certain investments whose prices are dependent on fluctuations in the financial markets beyond our control. Investments and the income from them may go down as well as up and you may get back less than the amount invested. Past performance cannot be used as a reliable prediction of future performance.
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Our FCA Number is 676388
Southcote Financial Limited is an appointed representative of New Leaf Distribution Limited, which are authorised and regulated by the Financial Conduct Authority. Their FCA number is 460421
Southcote Financial Limited is registered in England & Wales No. 09396741. Registered office address: 26 The Green Kings Norton, Birmingham, B38 8SD.
The guidance and/or information contained in this website is subject to UK regulatory regime and is therefore restricted to consumers based in the UK