Stephen has been working in the financial services since leaving college in 2009 where he studied Business. He has undertaken different roles over his time in financial services from Personal Banking Adviser to Independent Mortgage Adviser.

Stephen now has over 4 years experience in financial planning. Prior to this he was giving advice on mortgages and insurance protection. He continues to hold his licence to give advice on these services along with investments and pensions.

Currently, Stephen is on the pathway to become Chartered Financial Adviser with the ambition to reach Fellow status in the next couple of years. This will continue to build the existing confidence his clients have in his abilities.

In Stephen’s spare time, he likes to attend Spin Classes, Hike and spend time with his dog.