Stephen joined the Courtiers Private Client Adviser team from an accountancy practice in London where he advised clients on all aspects of tax and financial planning.
Background / Experience
Having spent over 20 years in financial services, Stephen brings a wealth of experience and knowledge to the team. Currently studying to achieve Chartered Adviser status he holds the PFS Diploma in Financial Planning and has also attained additional qualifications allowing him to advise on Long Term Care fees planning.
Stephen is married with two grown up children and, in his spare time, enjoys ‘messing about on the river’. However, he has been somewhat vague as to what this entails.