Stephen started working in Financial Services back in 1996. He has worked with trade union financial service companies including Mensa/ BIFU/ PTC/ RCN and more, therefore really understanding different clientele in all walks of life.
Stephen has many years of experience in all areas of financial planning and provides an holistic comprehensive service to private clients helping them achieve their goals both in business and personally.
He is the proud Patron of PARC and an ambassador for Brainwave.
Sarah has worked in financial services for over 20 years. She has attained full financial planning certificates and has many years experience in compliance support.
Sarah started working with Stephen back in 2007 and has been an integral part of the overall success of Stephen's businesses. As practice manager Sarah helps clients with all paperwork and manages the expectations from start to finish.