Stephen is a Chartered Financial Planner & Associate of the Personal Finance Society, holding additional qualifications in Investment Management, Pension Transfer & Long Term Care advice.

Across 20 years’ of providing high net worth clients with investment, pension and inheritance tax planning advice, Stephen is proud of the working relationships he builds. He takes seriously, the responsibility of the privileged position a planner holds in clients’ lives. By acting with authenticity and technical accuracy, Stephen takes the time to understand each client’s individual circumstances & future goals, ensuring the support and planning he provides is tailored to what matters most to them. This method has proved consistently successful for Stephen and his clients over the years.

Outside of work, Stephen can be found in the gym or scrambling over trails, in training for the next obstacle race with his teenage sons or enjoying walks with his wife and his retired greyhound.