Stephen has worked in financial services for the last 15 years. After completing a BA (Hons) degree in Financial Services, he worked on the trading floor of several major investments banks, notably Goldman Sachs and HSBC Investment Bank. This was followed by an Investment Researcher position within a financial adviser network, before he elected to become an Independent Financial Adviser.
Highly qualified, Stephen has attained the Diploma and Advanced Diploma in Financial Planning and recently was awarded the highest financial adviser accreditation of Chartered Financial Planner. He also holds the Investment Management Certificate, which demonstrates his commitment to understanding and selecting the most appropriate investments for his clients.
He has a real desire for ensuring his clients make use of their resources in the most tax efficient way, enabling them to live the life they want both now and in the future. He specialises in investment and pension planning to ensure tax is kept to a minimum, as well as building investment and pension portfolios designed to maximise returns for a given risk level.
Outside of work Stephen has a busy family life with his two young daughters. He also enjoys spending his free time racing karts and running half marathons, and when time allows he is known to have the odd game of golf.