With 20 years of experience in financial services, his career spans banking, wealth management, compliance, and financial planning. A Chartered Fellow of the CISI and Chartered Associate of the LIBF, Stephen specialises in wealth planning, trusts, family investment companies, and tax mitigation strategies.
He is currently studying for an MSc in Finance and Investments to further enhance his expertise. Stephen is passionate about helping clients achieve peace of mind by creating tailored solutions to meet their financial goals.
Outside of work, he enjoys restoring classic cars with his father and riding his Triumph Speedmaster motorcycle.
