ABOUT STEPHEN
ABOUT STEPHEN JENNINGS
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.
SPECIALISATION
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.
BUSY FATHER
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.
JENNINGS WM
We empower you to make life changing decisions; establishing your lifestyle goals and then creating a JWMLifeBookTM Plan
Testimonials
“Stephen has always offered me great financial advice throughout the last 5 years – we will continue to use Jennings Wealth Management and expertise.”
“Stephen has been in charge of my pension pot for over three years during which time I have be very happy with his sound professional advice and his innovative approach to maximising returns on my investments. Under Stephen’s control I am satisfied that my future finances are in safe hands.”
