Stephen has been providing financial planning and advice to both personal and commercial clients since 1989. Moving into the Private Banking environment in 2000, he was responsible for the independent financial planning needs of high net worth and ultra high net worth clients.

Retaining some clients for more than 25 years, Stephen continues to look after the financial planning and advice needs of a growing number of select clients to ensure their strategies allow them the time to do and afford, the things they really want, both now and in the future. This is always achieved with a plan for the longer term wealth preservation for their families, friends and charities. He is a member of the Personal Finance Society, a holder of the Diploma in Regulated Financial Planning and is certified BS ISO 22222:2005 – The International Standard for Financial Planners.