About Steve
Steve has worked in financial services since the 1980s, the majority of that time spent working in pensions. He specialises in working with a broad range of needs, from employee benefits for businesses to pensions and estate planning for individuals.
When it comes to working with clients, Steve’s favourite (and arguably the most important) aspect is the discussion they share about their future, and helping them go on to achieve and enjoy their goals.
Outside of work, Steve is a father, cyclist, chorister, golfer, guitarist, movie buff and football fan. The first one is what matters most, though!
Steve is a director of Revolver (Edinburgh) Ltd, which is an Appointed Representative of Bridge Investments Partners Ltd. This means that although Steve operates under a different brand and out of his own offices, Bridge Investments Partners Ltd takes full responsibility for all advice that he provides to clients and is responsible for ensuring that he complies fully with the rules and regulations imposed by the FCA
An interesting fact about me
“A few years ago, I completed a degree in History from the Open University.”
Meet the rest of the team
Angus Kirk
Director & Financial Planner
Shadi Kirk
Director & Financial Planner
Lucy Myall
Practice Manager
Transform Financial Planning is a trading style of Bridge Investments Partners Ltd. Bridge Investments Partners Ltd is authorised and regulated by the Financial Conduct Authority no. 608975.
Registered in Scotland. Company number: SC456760. Registered address: 19 Monktonhall Place, Musselburgh, Scotland, EH21 6RR.
For your information decisions should not be taken based solely on the content of the website and individual advice should be sought first. Regulations, levels and bases of taxation are subject to change. The firm is not responsible for the content of external links. The content is aimed at UK residents or residents of MiFID countries.
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