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 has three children and two grandchildren. Aside from work, Stephen has a passion for cycling, hill walking and swimming in the outdoors. Stephen also supports local good causes with time and money, including The Samaritans, Mums in Need, Cardiac Risk in the Young and Hope Valley Climate Action.
I provide a wide range of services whether you are looking to build, grow, protect or preserve your wealth.
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