Stephen started his Financial Services career in 1990. Back in 1997 he joined what was then J. Rothschild Assurance plc, backed by Lord Rothschild, Sir Mark Weinberg and Mike Wilson.

J. Rothschild Assurance plc then developed and became
St. James's Place Wealth Management.

Stephen has, over the years, worked in many diverse areas including private and corporate client advice.

Stephen specialises in meeting the financial requirements of people who have created more capital and whose circumstances are therefore more complicated than average. He offers the benefit of a single relationship to meet all your financial needs, whether your priority is to:

• Preserve capital
• Manage cash
• Gain financial protection against risk
• Reduce Inheritance Tax liabilities

Areas of Expertise     more

Wealth Management     more

Market Place     more

Inheritance Tax Planning     more

Mortgage     more

Independent External Investment Monitoring     more

Working with other specialists     more

Our Guarantee     more