Stephen is a fully qualified financial adviser who helps individuals and families navigate the complexities of financial planning. Known for a calm, clear approach and a deep understanding of the financial landscape, he provides tailored advice that empowers clients to make confident decisions about their future.

Specialising in:

Pensions – From personal pensions to workplace schemes, Stephen helps clients build retirement strategies that support long-term goals.

Investments – Whether starting out or managing a portfolio, Stephen offers investment solutions aligned with each client’s risk profile and aspirations.

Specialist Insurance – With a focus on protection and peace of mind, Stephen ensures clients have the right cover for life’s uncertainties.

Inheritance Tax Planning – He guides families through efficient financial planning strategies, helping to minimise tax and preserve legacies.

Based in Chobham, Stephen works with clients across the UK, offering both in-person consultations and remote support. Every financial plan is built on trust, transparency, and a genuine commitment to long-term success.

Since graduating from Surrey University with an Engineering degree, Stephen has also gained 18 years' worth of experience in online legal compliance training and is extremely knowledgeable about solutions design and pre-sales.

Outside of work, Stephen’s interests include football, golf and he is a keen chilli grower. He also spends most of his time with his wife and two daughters.

The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.