Experience

Utmost International

• Financial Services
• 200 - 300 Employee

• Technical Sales Manager

  • Jan 2019 - Present

  We are a leading international specialist wealth manager with a heritage of over 25 years. Our expertise lies in the provision of award-winning international bonds, to assist professional advisers in meeting the complex wealth management and succession planning needs of their high and ultra-high-net-worth clients. We have offices in the well-regulated jurisdictions of the Isle of Man and Ireland and a growing distribution presence throughout Europe.With assets under management of €24bn*, we have the necessary scale and sustainability to achieve our objective of being a formidable business in our market, long into the future. We have a clear focus to grow as an independent. Through a combination of market-respected technical expertise, industry- recognised service and award-winning products, we aim to be the partner of choice for long-term wealth management and succession planning solutions. To find out how we can help, just visit utmostwealth.com. Utmost Wealth Solutions – a wealth of difference*Combined figures for Utmost Wealth Solutions companies in Ireland and the Isle of Man as at 31 December 2017.



Technical Investment Solutions

• Director

  • Jan 2002 - Present

  An independent wealth planner based in the UK, with more than 20 years of industry experience providing tax and technical expertise in connection with trusts and life assurance. Steve's focus areas are UK inheritance tax, resident non-domiciled planning and the combination of life policies with trusts and other structures. Has extensive knowledge of Luxembourg wealth structures and works closely with Private banks , IFA's , Independent Fund Managers, Family Offices , Private Client Lawyers and Accountants.



AXA isle of man

• International Technical Manager

  • Jan 1998 - Jan 2002