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Liverpool
Steve Robertshaw
Financial Planner, Associate Director
experience
After starting my career at Standard Life, I have been with Pavis (now Verso Wealth Management) for over 20 years, moving initially from a support role to building, maintaining and looking after my own bank of clients.
My expertise is looking to build wealth tax efficiently and explaining things to clients in an easy-to-understand way. It isn’t about what you know, it’s about how you tell others what you know. Relationships are key. It’s not all about money.
personal interests
At home, the children always find a way to keep me busy. I wouldn’t have it any other way though. I’m always threatening to start running again, but I enjoy eating out too much!
