Steven Beaney

Investment Director

After graduating from the University of Gloucestershire in 2011 with a degree in Business Management, I trained in private client investment management specialising in discretionary, advisory and execution only services for private clients, corporates, trusts and charities. I am an associate of the Chartered Institute for Securities and Investments (CISI) and have over 12 years’ experience in managing private client portfolios in a commercial setting.

“I created Silverwood Wealth Management with likeminded colleagues to be able to provide our clients with a service that is highly tailored to the individual’s needs. We  wanted to create a business where our clients feel valued and aren’t just a number, so we can build trusted relationships and work together towards your investment goals, whatever they might be.”