Stephen has worked in financial services for over 20 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 has been awarded the financial adviser accreditation of Chartered Financial Planner. He also holds the Investment Management Certificate (IMC), which demonstrates his commitment to understanding and selecting the most appropriate investments for his clients.

Outside of work Stephen has a busy family life with his two young daughters. He also enjoys spending his free time racing karts, sailing, playing hockey and running half marathons. When time allows he is known to have the odd game of golf.