Steven has been in finance since his Accountancy degree at Uni. Starting out as a trainee adviser with RBS Steven quickly progressed and was looking after RBS branches across East Lothian and then centering on those within Edinburgh city.In 2000 Steven and Craig (MD of AGL Wealth) shared the same roles within RBS and have continued to enjoy their working relationship. Then as the bank chose to change the focus of it's attentions, Steven, as part of a small team, became tasked with establishing RBS Private Banking in Scotland from scratch. 2001 saw them taking on the first client, within in a few short years Steven was looking after 300 clients with £100 million in deposits and assets under management.The focus had always been on looking after the client and managing long term relationships, but as time went by, Steven felt the role was increasing losing this core focus on delivering great client relationships and more focused on transactions.When Craig started AGL Wealth Management Ltd, Steven could see a real opportunity to get back to working with clients where service and relationship management were once again the main focus. Steven was also attracted to being able to have responsibility of the strategy and running of the business he would be working with and so made the decision to join Craig at AGL Wealth when it opened it's doors. Steven's strength remains firmly in Wealth Management and now under AGL Corporate is able to offer a very robust and strategically designed Corporate Services proposition to the right firms.