I have worked in the financial services industry providing advice to clients for over 12 years. I recently moved from Natwest Independent Financial Planning after 9 years as they decided to stop giving Independent Financial Advice.
Providing an independent service is important to me as I strongly believe that I am then able to work on my clients behalf and am able to provide them with bespoke solutions personalised for them.
I also believe that the key to building long term relationships is based on trust, regular financial reviews and the ability to explain things in a way that people understand them. Financial planning can be complex at times, however people tend to feel a lot more engaged and comfortable when they understand something.
I have a great deal of experience in providing advice to clients in regards to investment planning, inheritance tax planning and retirement planning.
I have already achieved Diploma status in Financial Planning and am working towards Chartered status. In achieving this qualification, I have undertaken specialist training in investment planning, taxation and trusts, long term care planning and holistic financial planning.
Whilst work takes up a great deal of my time I do try to sepnd time with my family and my hobbies include, running, mountaineering and playing golf. I have two young children, Jessica and Ben.
Stephen can be contacted on 07557 402893 or by email
‘Steve took the time to understand my needs. He has a friendly, pleasant approach and I would recommend him to others. Am extremely happy with the service provided.’
‘My advisor is always very polite and courteous.’