Steve Murphy

Steve Murphy
  • Tel: 01752 207070

Stephen has been involved with Mark Holt and Co since its inception as Compliance Director of Sound Financial Management, which provides the advisory service for Mark Holt and Co Wealth Management.

Stephen gained over 24 years of experience in the financial services industry, working in managerial roles for the Guardian Royal Exchange and RBS.

Whilst Stephen is well versed in all aspects of financial planning, his specialist knowledge lies in Pensions having studied and passed Advance Papers in ‘Trust & Taxation’ and ‘Pensions’. He works with a wide variety of clients including company directors, business owners, high net worth individuals and professionals, helping each of them to make the best of their finances.

Stephen, has three grown children and enjoys an active lifestyle. He particularly enjoys skiing, scuba diving, cycling and running.

Group: 
Wealth