Senior Client Services Manager
With over 12 years’ experience in providing tax advice for individuals, trusts, estates and partnerships.
Steven’s aim has always been to provide individuals with proactive, efficient and well planned advice on all aspects of their personal tax affairs including overseeing their tax filings, advising them on estate planning matters, and generally ensuring they optimise their tax position.
Having worked much of his career within one of the top six global accountancy practices, he wanted to bring the knowledge he has gained to a professional practice that ensures that the work that is undertaken is in a collaborative approach with the clients’ other advisers, whilst always recognising that ultimately he is advising the client on what is best for them.
Working together with clients, Steven particularly enjoys analysing the interaction between them and their companies, trusts, investments, and families with the objective of achieving their aims of wealth preservation and tax efficiency.
Steven works across the Ferndown and Wareham offices.
Outside of work Steven enjoys spending time with his wife and newborn son, and getting out in the garden as much as possible.
Area of Work
Private client tax specialist