Steven Banks APFS, CFPᵀᴹ, Chartered, MCSI, BA Hons
Senior Partner, Managing Director, Chartered Financial Planner
Steven's qualifications
APFS – Advanced Diploma in Financial Planning
CFP – Certified Financial Planner
BA (Hons)
Chartered Financial Planner
Solicitor
About Steven
Having worked in professional services for over 20 years, Steven brings an extra dimension to his client work. While he has over 15 years’ financial services experience, he also practised as a solicitor for six years working on a broad range of private client matters including estate planning, inheritance tax mitigation and advising on and drafting wills and trusts. He retains his legal practising certificate and is now one of only a few advisers to hold both Certified and Chartered Financial Planner status.
Understanding the unique financial requirements of an individual and their family is something that Steven prides himself on. With no such thing as an average client, he works with his clients to identify their needs at different life stages and then develops appropriate financial strategies to reach those targets. Steve specialises in advising high net worth individuals, families, trusts and corporate entities.
Away from the office, Steve enjoys spending valuable time with his family, playing golf, tennis and racketball. Steve follows and watches most sports with a particular interest in NFL, NBA, MLB. Steve also enjoys overseas travel.