Have an initial face to face, no obligation, discussion about your options.
Allow me and my team to do the research so you can make informed decisions at each stage of your life.
It is your money. Keep it. Protect it. Make it grow!
Call me today. No obligation. Just an informed discussion about your many options. A friendly half hour chat over a cup of coffee can change your life.
Having worked within Financial Services for over 30 years, Steven is well placed to give our clients clarity and aid their decision making, helping them to avoid costly mistakes. Central to this is behavioural finance which seeks to understand human decision making and emotional reactions.
At the heart of the service we offer is effective communication to ensure that our clients are kept informed of issues that may affect their financial wellbeing. As such we regularly publish a range of newsletters exclusively for our clients, including the weekly Monday Market Bulletin and quarterly magazine, The Investor. More information is available by clicking the Market Update link on the home page.
Mikaela, an English Graduate of the University of Westminster, joined the team in November 2018 as Assistant to Helen Rogers & Steven Pidding. Mikaela manages our diaries, including co-ordinating client meetings, so is often the first point of contact for our clients. Her delightful personality, together with her efficiency, ensures that all clients receive a warm welcome and a prompt response to any queries.
Mikaela is also responsible for day to day business processing and general administrative support.
Outside of work, Mikaela enjoys travelling and spending time with her friends and family.