Steve Boyd

Steve Boyd is a Partner and Financial Planner at True Potential LLP since September 2014, specializing in holistic financial advice, wealth management, and inheritance tax planning for a select clientele. Prior to this role, Steve served as a Premier Financial Advisor at HSBC Retail Banking and Wealth Management from June 2009 to September 2014, focusing on client relationships and fee-based financial advice. From June 2004 to June 2009, Steve worked as an Independent Financial Advisor at Lloyds Private Banking, providing complex financial solutions to wealthy clients in South Wales. Steve holds a BA in Economics and Economic History from the University of Portsmouth, earned between 1997 and 2000.