He has worked in the IFA industry since 2016 and has developed strong technical knowledge alongside a client‑centred approach.
He holds the CII Diploma in Regulated Financial Planning and the CII Award in Long‑term Care Insurance, enabling him to advise across a broad range of financial planning needs with confidence.
Stephen focuses on building genuine relationships by getting to know clients on a personal level and understanding what they want to achieve now and in the future. He aims to make financial planning clear, accessible and enjoyable, and values open conversations that help clients feel comfortable and understood throughout the journey.