E: steven.greenwood@cassons.co.uk
T: 0845 337 9409
F: 0845 337 9408
Practice areas
Financial Services
Responsibilities
Primarily responsible for the financial services department, but also has a small portfolio of personal clients, looking after their taxation and business advice needs.
Career
Started as an articled clerk with Touche Ross. Qualified as a Chartered Accountant in 1986 whilst working at Mann Judd Downey. The firm then merged with J B Lever and Co. which eventually has become Cassons after various profile changes over the last few years. Promoted to partner in November 1996.
Professional memberships
Fellow of the Institute of Chartered Accountants in England and Wales.
Awards
"Financial Adviser" former Investment IFA of the Year.
Steven's fast facts
Describe yourself
Approachable, quiet, organised, sensitive, reliable.
What aspect of your job do you find most rewarding?
Interaction with friends and clients.
What is your least favourite part of your job?
Compliance.
How long have you been in your current business?
Qualified as a chartered accountant in 1986, partner in Cassons in 1996.
Which famous person would be your dream work colleague & why?
Mr Bean - how funny would that be!
Why is your role important to your business?
Ongoing direct contact with clients is vital. Wealth management needs a lot of personal interaction.
What law would you introduce if you were made Prime Minister & why?
Ban reality TV shows - they do my head in!
Your greatest achievement?
The next achievement is the greatest.
Your biggest weakness?
The kids' pocket money - it's more than mine!
What's your lifetime ambition?
To install a juke box at home.
Who's your role model & why?
I prefer to be myself if I can.
