Steven Sprague
Managing Partners
Financial planning
Areas of expertise
Leadership and Management within Financial Services/banking sector.
Experience
An extremely experienced Business Leader with over 32 years service within the Financial Services Sector. A diverse background to include banking & regulated financial services. Having had the pleasure of running various teams, to include - Corporate Banking, Regulated direct sales and Independent Financial advisory teams.
Notable client work and achievements
Created the Client Relationship Team that supports the wider financial planning teams.
Professional qualifications and memberships
DIP PFS level 4.