David Steppings

Founder and Client Director

David founded SK back in 2004, with the goal to create a financial advisory firm that championed long-term relationships with clients that were built on trust, a belief that is still very much at the heart of everything we do here.

David has amassed a wealth of experience, having worked as a financial planner for almost three decades. Today, as our Client Director, he is responsible for constantly improving our people centred approach. In addition, he works with those clients with more advanced investment and asset portfolios and has a particular interest in legacy planning and advising experienced business owners.

Kunle Olafare

Chief Executive

Kunle is the Chief Executive here at SK and is responsible for the day to day and strategic management of the firm – the buck stops with him, so he’s a stickler for great service. He spent several years as a financial adviser before joining Kleinwort Benson as Head of Advice in the Financial Planning department. He spent nearly a decade there before moving to SK.

Kunle is people centric, which is why he heads up our Financial Concierge service, our most comprehensive financial service, which is offered to our wealthiest clients, particularly those in the worlds of sports and entertainment. It’s a very hands on role and requires a dedicated approach, one that Kunle fulfils with excellence.

Emma Saltern

Head of Financial Planning

Emma joined SK back in 2014 and as our Head of Financial Planning, she is responsible for driving the direction of travel for financial planning at the firm. Her focus is on developing long standing client relationships, as well as providing a best in class service and a strategic approach to making advances in what we offer our clients. Emma also ensures we continue to be technically focused and are able to share the highest level of industry knowledge with clients.

Having spent almost a decade in this role at Kleinwort Benson, Emma has extensive private banking experience and is committed to providing the highest level of wealth management. Here at SK, this includes a distinguished concierge service, which she manages alongside our CEO, Kunle.

Neil Bower

Client Director

After a number of years as a paraplanner and then private banker at Kleinwort Benson, Neil was snapped up by David to join the SK team in 2007. In his role as Client Director, he works closely with David on championing our people centred approach and finding new, innovative ways to better support our clients.

Neil heads up the mortgages team, his experience, knowledge and contacts here are exceptional and he has now helped most of our clients buy at least one of their properties. Beyond mortgages, Neil provides financial advice to clients on all aspects of financial lifestyle planning, with a special focus on young entrepreneurs, retirement planning and wealth preservation.

Tracey Redman

PA

Tracey is PA to our CEO, Kunle and manages his diary, a job she has been doing for over a decade now. She is also involved in the administration of the protection side of the business.  Tracey has worked in the finance industry her entire working life and met both Kunle and Neil when they all worked at Kleinwort Benson.  She is always in our London office on a Tuesday.

Lesley Bower

Head of Operations

As Head of Operations, Lesley supports Founder and Client Director, David with the compliance and governance side of everything we do here at SK. Having spent the last three decades in the financial services industry, Lesley is incredibly experienced and knowledgeable, she is a very safe pair of hands and as such also supports on the administrative side of the business.

Lisa Tsouroulla

Trainee Mortgage Adviser

Michael Turner

Client Services Executive

Michael joined SK in 2019, after successfully completing an internship with us. His remit now is to support our team of financial advisers on the investment side of the business, with a particular focus on processing investment instructions and presenting our cashflow forecasting software, Truth.

Richard Simmonds

Paraplanner

Joining us in 2018, Richard is an incredibly experienced paraplanner, with over 20 years’ experience under his belt and many more years in the wider financial services industry. Richard provides invaluable technical and administrative support to our team of financial advisers, analysing our clients’ circumstances and evaluating priorities that need addressing both in the short and longer term.

Bethany Buxton

Head of Financial Planning Administration

Bethany heads up the administrative side of the business and manages the new business application process to make sure it is as efficient as possible. Bethany had worked in the financial services industry for almost a decade, including a number of years as Business Administration Manager at Kleinwort Benson, before joining us here at SK back in 2021.