Steve Herkes studio 2 light blue
Managing Director- GGFM

Steve Herkes

Steve has over 30 years’ experience in the financial services industry. Initially as a practitioner, then various senior management roles with Equitable life, Bank of Scotland Investment Service and St. James’s Place Wealth Management.

    Expertise

    Steve specialises in helping businesses build a client centric infrastructure, recruitment, acquisition and adviser development. Steve also has a keen interest in the psychology around financial planning and is part of behavioural finance ltd.

    Highlights

    • Over 30 years’ experience in financial services
    • Specialisms
    • Financial management
    • Helping businesses build a client centric infrastructure in:
    • Recruitment
    • Acquisition
    • Adviser development