Steve will continue his work as an Investment Adviser and Dealer as well as supporting the firm’s day-to-day management and wider business strategy.
Senior Partner, Ian Bolton, congratulated Steve on his promotion.
“Since joining in 2005 Steve has proven to be an increasingly important member of the team, building his knowledge and nurturing his client base.
“He is now established as one of the principle front office personnel and we look forward to continued enhancement of his role within the firm,” he said.
Steve, who had previously been an Associate, added: “I am delighted to join the partnership and thank the current partners for their support and trust.
“James Sharp has strong core values which have endured for generations and I will work to maintain those as we continue to develop our services and expertise.”