Position: Director and Wealth Manager
Linkedin: Connect with on LinkedIn
Steve has worked in financial services since 1988, and has gained extensive knowledge of the industry through working with a wide variety of clients. His expertise lies in providing a full financial planning service across all the key areas of investments, pensions, protection and mortgages.
He has worked in a number of diverse roles for high profile firms including the British Medical Association Services, Lloyds and Nationwide, giving him a wide range of experience including advising personal and business clients, heading up product and provider fund research and management responsibilities.
He is a founding director of MoneyDoctor, with more than 24 years’ industry experience. Being part of MoneyDoctor and creating something new has given Steve the opportunity to offer our clients an exceptional service.
‘I have been a client of Steve’s over several years, he has always provided me with full information, a risk and options appraisal and given me time to discuss the issues and decide on a strategy to protect my family, income and future as well as invest and save sensibly. This is all done in a professional, non-pressurised and personable fashion and I would thoroughly recommend him.’
P. Wood, GP Derby
‘Steve (Brown) has provided me with invaluable and impartial financial advice over the last 8 years, ranging from mortgages, insurance and investments. I have seen a return in my investments during times of economic downturn and Steve’s’ dedication, tailored personal services and belief shows in his work. I hope future customers find Steve and MoneyDoctor as resourceful as I have found them to be.’
Mr Yap, Neurosurgery