Following a 25 year career supporting insurance, investment and wealth management businesses at HSBC and Lloyds Banking Group, in 2010 Stephen commenced studying for his first Financial Planning Diploma.
In 2015 Stephen left Lloyds Banking Group and in 2016 began his career with St. James's Place Wealth Management. In October 2016, Stephen completed his second diploma and became authorised to provide financial advice as an appointed representative of St. James's Place Wealth Management Group.
Stephen is married, with three children, and, aside from work, has a passion for cycling, hill walking and swimming.
I provide a wide range of services whether you are looking to build, grow, protect or preserve your wealth.
I do not provide 'off the shelf' solutions. I put my clients at the heart of everything I do.
I specialise in providing high quality advice on many aspects of wealth management, working with you to help you achieve your financial goals.
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The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.