STEVE MASCARENHAS

Client Support Co-ordinator

Steve plays a key part in our financial planning process, as well as taking care of all the paperwork both initial and ongoing. Steve worked with Senior Adviser Larry Stead at Larry’s business Steadfast for over 11 years in a very similar role.

Steve plays a key part in our financial planning process, taking care of all the paperwork both initial and ongoing, managing our client files and taking care of client queries. It’s likely it will be Steve’s friendly voice you’ll hear when you call our landline. Away from work, Steve has a real love of sport in all its forms.

Peter offered us the chance to have an initial no-obligation meeting, which we took up. He spent much of that meeting really delving down into our values, relationships, who and what was important to us, but mainly what we wanted to achieve with our money.

Rob and Mary

Rob and Mary