Stephen is the firm principal and is responsible for the day to day running of the business.
His career in Financial Services started almost 20 years ago, initially with a large Employee Benefits Consultancy before moving into regulated financial advice. Stephen is an experienced adviser providing relationship based financial planning advice to both private and corporate clients.
Stephen is a member of the Chartered Insurance Institute (CII) and holds the highest qualifications in Personal Tax and Trust Planning, Pension Planning and Investment Planning.
He is also a Pension Transfer Specialist, which allows him to provide bespoke advice on complex areas of pension planning, such as final salary transfers.
Stephen is required to ensure that the advice, service and ongoing support he provides is of the highest quality and based on the client’s researched needs. He must also adhere to the CII Code of Ethics and continuing professional development requirements.
In addition, Stephen is also a qualified Mortgage, Equity Release and Long Term Care adviser and satisfies the FCAs appropriate qualification requirements for those managing client investments.
Furthermore, he also holds the Retirement Provision Diploma awarded by the Pensions Management Institute.
Stephen lives in Sale, Cheshire with his wife and three young daughters and enjoys a round of golf in his spare time.
Diploma in Financial Planning:
Retirement Provision Diploma:
Certificate in Mortgage Advice and Equity Release:
Award in Pensions Update:
Certificate in Discretionary Investment Management:
Certificate in Financial Planning and Long Term Care Insurance
Certificate in Financial Services / Certificate in Life and Pensions