At work
Stephen has been a financial adviser since 1993, when he started his career with the Royal London Mutual Insurance Society Limited. He also worked as a financial adviser in the banking sector for many years before joining the Scottsdale team in 2014.
Stephen offers a holistic and bespoke approach to financial planning, ensuring that each and every client achieves the outcome that they want and desire. He advises on retirement planning, retirement income strategies, investments, Inheritance Tax planning and financial protection strategies.
Inheritance Tax planning is not regulated by the Financial Conduct Authority.
At home
Most of Stephen’s spare time is family and friends-oriented, which keeps him very busy.
He also has a wide variety of interests and hobbies including various sports, music, travelling, reading and running.
In the spotlight
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