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Steven Sprague Financial planning
Managing Partners

Steven Sprague

Financial planning

Areas of expertise

Leadership and Management within Financial Services/banking sector.

Experience

An extremely experienced Business Leader with over 32 years service within the Financial Services Sector. A diverse background to include banking & regulated financial services. Having had the pleasure of running various teams, to include - Corporate Banking, Regulated direct sales and Independent Financial advisory teams.

Notable client work and achievements

Created the Client Relationship Team that supports the wider financial planning teams.

Professional qualifications and memberships

DIP PFS level 4.

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