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Steven holds the Diploma in Financial Planning, with passes in Taxation, Trusts and Advanced Investment Planning and is two exam passes away from attaining Chartered Financial Planner status. He is a member of the Personal Finance Society.
Steven is a founding partner of Holden and Partners and has worked in financial planning for ten years. Previously, he spent 5 years working as a Financial Adviser at Holden Meehan. Steven deals with clients in London, Norfolk and the west country ranging from partners in city law and accountancy firms through to individuals seeking to manage their income in retirement. He also deals with a number of clients who have a specific interest in the environment and ethical investment. Steven has been quoted in the London based financial daily newspaper City Wire, the magazine Investment Adviser and has also appeared on the BBC commenting on the banking crisis.
After graduating from the University of Essex in Politics and Government, Steven lived and worked in Vancouver, Canada. He lives in Norwich with his wife and family dividing his time between Norfolk and London. Steven has run the Dublin, London and Amsterdam marathons and in the past has raised funds for Phab Kids. Other hobbies include cycling, football and cricket.
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