Meet the Staff
Certified Financial Planner, SWWEPP, Cert.Ed, LLCM (TD), Dip.PFS
Steve has been in Financial Services since 1996 after a successful 20 year career with Hampshire Music service as a music teacher specialising in brass teaching.
He started Bournemouth Investments in 2001 and is now a very experienced financial planning practitioner.
Steve's musical interests include playing keyboards, trumpet and singing, conducting brass bands and he has also worked as a fully qualified toastmaster since 1987. He is a past President of the Toastmasters and Master of Ceremonies Federation. He is Chairman of the Wessex Brass Band Association.
Certified Financial Planner
Barry had built a very successful practice since the 1970's, based initially around the New Forest before moving to Hertfordshire several years ago. Barry is based in Potters Bar and has many clients within the M25 perimeter.
Bournemouth Investments is proud to have merged Barry's practice into our own in December 2010. Barry's extensive experience and expertise is highly valued within our company. He is a senior examiner for the Institute of Financial Planning.
Barry's other interests include photography and video and he was a professional magician for many years.
Barry is also a proud follower of his daughter Justine's achievements, who having recovered from a double lung transplant several years ago has successfully represented Team GB in the world transport games and also took part in the Round the World yacht race this year, completing the leg from New York to Southampton.