Stephen is not only a Financial Planner, but also a Regional Financial Planning Manager for the Southwest and Head of Financial Planning in our Marlborough office. He therefore not only oversees these financial planners, but he also looks after his own book of high-net-worth, older private clients, helping them to make the most of their money.
He specialises in pension planning and later life planning, having his Later Life Adviser Accreditation through SOLLA. Indeed, he has previously won the Society of Financial Advisers’ award for Financial Planner of the Year in the category “Business Planning for Retirement”. Stephen started his career in 1988, giving him over 34 years of experience working in managerial and financial planning roles for a variety of firms.
He joined RBC Brewin Dolphin in 2015. He is a Fellow of the Chartered Insurance Institute, a Chartered Financial Planner and has his Society of Trust and Estate Practitioners qualification.