Financial planner Steve has been with Lifetime over 13 years.
He says: “I started as a new adviser seeing all clients face to face. Now I have plenty of experience and lots of meetings are done remotely.”
The thing that Steve likes best about his role is the ‘opportunity to help clients achieve their financial goals’. He is passionate about providing people with excellent and timely advice. He also admires the fact that Lifetime has ‘great values and friendly staff’.
Steve was born in Leeds, still lives there, and is a massive fan of the city’s football team!
His favourite place to go, apart from Elland Road of course, is the golf club! In his free time he plays a fair bit of golf (badly he admits), watching Leeds United (a lot of poor football) and spending time with family and friends.
Steve has two grown-up children and one Cockapoo. He would like nothing better than his family staying fit and healthy, improving his golf handicap and seeing Leeds get promoted!
And his best Lifetime memory? “I don’t have a best memory,” he says. “I only have a long series of good ones!”