A Chartered Financial Planner and Fellow of The Personal Finance Society, Stephen began his career in financial services in 1988 with an insurance broker in Edinburgh. He then moved to the Bank of Scotland, and later, Scottish Widows, where he held several positions including technical and business development roles.
Over the last 37 years Stephen has accumulated a wealth of knowledge and experience working closely with individuals, businesses, and their advisers. He is known for providing a professional and personal service across the full spectrum of financial planning.
Stephen is married with two children and values life. He understands that life doesn’t always go to plan and helps his clients plan for their future and their families’ futures.
Putting clients first is at the heart of everything he does.
