Steve Robertshaw
Wealth Management Adviser
Liverpool
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.