Steven Sweeney FPFS IMC

Senior Wealth Manager

Tel:
0131 240 3830
Mobile:
07850859101
LinkedIn

Biz-9 WHITE Resized

Steven joined AGL Wealth Management in April 2011 in our Edinburgh office. Steven is a Chartered Financial Planner and a Fellow of The Personal Finance Society (PFS). He also holds the Investment Management Certificate (IMC). Steven has 23 years industry experience and has worked in the Private Client/ High Net Worth marketplace since 2000.

Steven joined the finance industry as a financial consultant in 1993 with Royal Scottish Assurance (RBS). He also worked as an investment services consultant (covering Scotland) advising on portfolio management and discretionary management before helping establish RBS Private Banking in Scotland in 2001. He is a knowledgeable and experienced financial services professional with extensive banking and investment experience and strong relationship management skills.

Steven is an enthusiastic if not competent golfer and also enjoys watching football and travelling.

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