Stephen holds the Diploma in Financial Planning from the Chartered Insurance Institute.
Experience
Stephen has worked in the financial services sector for more than twenty years, with a broad range of clients from diverse backgrounds and of different ages. He previously worked for a FTSE-100 wealth manager and prides himself on providing high quality financial advice on all aspects of Wealth Management.
Business
The ethos of Stephen’s business is to provide holistic financial planning with high levels of professionalism and integrity. Generally, Stephen’s clients have been with him for many years and his aim is always to improve their situation by delivering the highest quality financial solutions.
Personal
Stephen is married with three children. In his spare time Stephen enjoys swimming, football and cooking up exotic dishes, but most of all spending quality time with his family.