Stephen is a Chartered Wealth Manager and is a Chartered Fellow of The Chartered Institute for Securities & Investment. He has enjoyed a 39 year career in financial services.
Bringing with him a background in both the fund management and financial advice sides of the business, Stephen provides a sophisticated approach to Wealth Management.
Having advised both private and institutional clients across the world, Stephen’s clients are confident that their financial affairs are properly arranged and structured efficiently. His main objective is to provide financial peace of mind for his clients.
As a qualified pilot, Stephen has focus and dedication, attributes that he displays in both his professional and personal life.