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0800 028 3142
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Experience
I started in financial services in the City in the mid-1980’s and recognise the significance of long-term financial decisions. I look for flexibility and options to protect my assets and that’s the way I approach my role as an adviser, always with the yardstick – Would I do it?
My north star
Hearing clients say that they found me trustworthy and would recommend me to anyone, that I have helped their family and made what appeared a daunting prospect much easier and quicker than they imagined is very gratifying. Independence with full market access - I feel well placed to provide impartial advice.
Achievements
Satisfaction comes from helping clients achieve their objectives. Recent examples include raising capital to consolidate debts, releasing equity to enable travel while mobility allows, helping with the purchase of a property for a son and raising a small lump sum - just to help with everyday expenditures.
Downtime
I live in Hertfordshire with my partner. We like to stay as active as possible with bike rides, gym classes and weekends away, interspersed with good food and a glass of red. I am a proud father to two adult sons and enjoy seeing them as often as possible.
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What our customers said about Stephen
