Steve Ruane is a Wealth Manager at Frizzell Wealth Management, having joined in 2018 following a successful career at HSBC. With a background rooted within large-scale institutions, Steve transitioned to our boutique environment to focus on what he values most: building deep, personal relationships and providing a service that is truly bespoke. 

Steve believes that excellent financial planning starts with a profound understanding of a client's life. Known for his professional yet approachable manner, he excels at breaking down complex strategies into clear, actionable advice. Steve ensures that his clients have the clarity and peace of mind they need to focus on their professional and personal ambitions. 

Specialising in the intersection of corporate and personal wealth, Steve works closely with individuals in Oxfordshire and the Home Counties, including:

• Business Owners: Aligning corporate success with personal financial objectives, including profit extraction and aspects of exit strategy planning.

• Senior Corporate Executives: Managing the complexities of executive remuneration, pensions, and tax-efficient wealth accumulation.

• Inheritance Tax & Legacy Planning: Crafting strategic plans to ensure that family wealth is protected and passed on tax-efficiently according to your specific wishes.

Based in Oxford, Steve’s goal is to provide the security and expert guidance required to help families and professionals grow and preserve their wealth through every stage of their life.