Steve Patterson
Managing Director
After studying engineering at Glasgow University Steve Patterson decided a career in financial services offered the best opportunity to apply his creative talents. Having established his own IFA company in 1984 Steve and his team have built up a wealth of experience in pensions and investment planning.
David Trenner
Technical Director
An honours graduate from Manchester University David has worked in financial services for over 30 years. In addition to holding the Advanced Financial Planning Certificate including the G60 Pensions qualification David has been a senior pensions examiner for the CII and in his last post was responsible for pensions technical training for a major UK life insurance company. He is well known throughout the industry for his pensions expertise and provides the company with top quality technical back up in his position as Technical Director.
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