Steven Calvert.

Steven’s professional background includes paraplanning at Calvert Financial Solutions and WPS Advisory, and compliance file checking at Westminster Wealth Management. Earlier financial-administration work included document management, websites, newsletters and lead generation.

His LinkedIn profile also lists experience with Xplan, IO and Selectapension. That background informs an approach that starts with the workflow, the information available and the people responsible for the result.

• Chartered Insurance Institute diploma — listed under Financial Planning and Services, covering R01, R02, R03, R04, R05 and R06.
• Certificate of Higher Education, University of St Andrews — listed under Business, Management, Marketing, and Related Support Services, 2003–2006.

Qualifications and background are drawn from Steven’s own LinkedIn profile, checked on 8 September 2026. They have not been independently verified with the awarding bodies.

Bring a question about your firm’s use of AI. Steven can help assess possible uses, shape a practical workflow pilot and develop exercises for your team. The scope and deliverables are agreed around your business.

The publication is produced with AI assistance. Its worked examples disclose the source, method and limitations; they are not presented as Steven’s client results or human-reviewed product benchmarks.