Steve Carruthers

Inspirer
DISC Type : id

Managing Director at Blevins Franks Financial Management Ltd

Greater London, England, United Kingdom

Overview

Steve Carruthers is the Managing Director at Blevins Franks Financial Management, bringing 30 years of experience in the financial services industry. He specializes in wealth management, investment matters, and pension planning. Clients often describe him as professional, knowledgeable, and approachable, valuing his clear guidance.

Based in London, Steve has an interest in innovative companies like Modulous, which focuses on sustainable modular housing. He also follows sources dedicated to positive thoughts and good news, suggesting an appreciation for constructive and optimistic viewpoints outside of his financial work.

He has been a registered financial services individual since the very first day of the Financial Services Act.

Personality Overview

Decisive

Charming & Persuasive

Achievment Oriented

They respond well to objective pitches but also attach some value to relationships.  They don’t mind taking a stand if they believe in something. They usually prefer to drive the conversation.

Topics They Care About

Pension Planning
A core specialty throughout his 30-year career, focusing on providing clients with comprehensive pre and post-retirement financial solutions.
Wealth Management
Employs a holistic approach to deliver wealth management and financial planning solutions, primarily for UK-resident and high-net-worth individuals.
Investment Strategy
Has a particular emphasis on all investment-related matters as a cornerstone of the traditional and mainstream financial planning he provides.

Media Appearances

Steve has no verified media appearances

Work History

1-1999
Managing Director at Blevins Franks Financial Management Ltd
1-1988 - 1-1999
Director at Hanover Park

Education

1965 - 1970
Education details unavailable from Woodcote

More Information

Social Presence :

Prographics :

Exp : 37 Location : Greater London, England, United Kingdom Job Level : Mid-senior Designation : Managing Director at Blevins Franks Financial Management Ltd
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Insights For Selling To Steve

During A Call Or A Meeting

DO's

  • Focus on the big picture and the strategic value of your product
  • Clearly address the competitive aspects
  • Refer to testimonials from well known people to highlight the value of your product

DONT's

  • Don’t keep repeating the same information, it could make them impatient
  • Don’t be very informal even if they are being so themselves
  • Don't be unorganized, be prepared for the pitch

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Steve is

  • Belief in the value of the product, relationship and a sense of accomplishment matter the most.
  • Will you ever get a clear answer from Steve

  • They are not shy of saying no if they do not develop trust in your product.

Insights For Deal Planning

    How fast (or slow) will Steve move?

  • They can take fast decisions if they develop conviction in the product and find you trustworthy.
  • Can Steve take some risk or not?

  • They have the capability of taking risky decisions if necessary.

You And Steve

Personality Compatibility


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