Steven Lavelle

Steven has over 30 years of experience in Financial Services, advising individuals and business owners on retirement and investments. After becoming disillusioned with the corporate world, he began working independently and discovered the vital role estate planning plays in protecting clients' wealth. Passionate about preventing avoidable financial loss, Steven has since focused on helping families secure their futures. Inspired by Squiggle’s vision and values, he joined the team to make a meaningful difference. Outside of work, Steven enjoys hill walking, currently tackling all 214 Wainwrights - and supports the Alzheimer’s Society through charity walks and volunteering. He is married with three children and a stepchild.