MWA Financial Adviser - Client Services Officer - Steven Wall

Steven Wall


Paraplanner
Hampshire

Steven began working in financial services in 2015, following the completion of his Business Administration degree at the University of Portsmouth. He quickly moved into paraplanning and the majority of his experience has been working with pensions and investments.

In recent years, he has also enjoyed gaining more experience with trusts, IHT and estate planning. Having obtained the Diploma in Regulated Financial Planning in 2023, he is now working toward Chartered status. 

In his spare time he likes motorbiking, travelling and spending time with his fiancé and step-daughters.

steven.wall@mwafinancial.co.uk