Steven Taylor
Steven has been a professional tennis player and ran his own business for the past 15 years, however he’s always had a keen interest in financial planning, and therefore decided to study for his Diploma in Financial Planning in 2016. Having completed his Diploma, Steven was then accepted into the prestigious St. James's Place Academy in London, and following extensive training, qualified as a Financial Adviser in 2019.
About
He’s committed to providing the highest quality of service to clients, and is already working towards Chartered Financial Planning status. Steven is focused on providing clients with a full range of financial planning needs, and his key working philosophy is to build long term trusted relationships, whilst adapting to clients’ needs as they evolve over different life stages.
Steven is married with two young children, and outside of work he enjoys spending time with his family. He’s also an avid golfer and real tennis player, as well as still occasionally competing in tennis tournaments.
The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.
