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Steven Walmsley

Investment Manager

Steven has over 30 years of investment management experience and is a Chartered Fellow of the Chartered Institute for Securities & Investment. After graduating in Biochemistry, he built a career specialising in the management of bespoke discretionary and advisory portfolios, as well as providing execution-only services. Steven works with a broad range of clients, including individuals, trusts, charities and SIPPs, delivering tailored investment solutions and building long-term relationships based on trust, expertise and personal service.