Steven joined JM Finn in 1997 as Managing Partner and was quick to make an impression, establishing the Firm’s first branch office in Bristol in 1999, which was soon followed by new offices in Yorkshire and East Anglia and later in Winchester.
In 2006, Steven oversaw the incorporation of JM Finn into a private limited company, taking on the new position of Managing Director. In 2011, he was instrumental in establishing the partnership with Delen Private Bank, which provided the stability and cultural fit that the Firm and its clients needed.
He became CEO in 2015 and continued to build the business, recruiting more investment management teams, and strengthening the Firm’s governance structure. In 2017, he oversaw the introduction of the Firm’s Wealth Planning division, which has become integral to the business.
Steven successfully steered JM Finn through the transition from traditional stockbroker to the wealth manager that the business is today. Under his tenure, the Firm’s assets under management have risen from c£1.5bn to today’s £10bn+. His calm, measured approach to management and his strong engagement with staff have been integral to the Firm’s success and have made Steven a hugely respected figure at JM Finn.
Having carried the Chairman’s role since 2021, he has now decided the time is right to ‘hang up his boots’. He leaves a great legacy with the Firm and we are hugely grateful for his dedication to the business over so many years. A true leader whose mantra will long be remembered - “we don’t want to the biggest, we want to be the best.”
