Established in 1990 we have been helping people plan thier finances for nearly 20 years. Specalising in pre, at and post retirement planning we look to build long term relationships with clients as this is how we can add maximum value to the relationship.This is reflected in our staff where the newest member has been with us for over 7 years and the longest 19 years. Clients constantly tell us they really value this consistency, which is often in contrast with their previous experiences.
Graduating from Durham University in 1984, Steve joined Lloyds Bank before establishing Rothmere Wilson in 1990.He is one of only a handful of UK advisers qualified as both a chartered and certified financial planner. Outside office hours Steve enjoys flying, football and is a trustee of a local charity. Married to Tracy for 24 years, he has 2 children aged 22 and 19.