Stephenson Financial Planning Ltd

Partner Practice of St. James's Place Wealth Management

Private Clients

We specialise in meeting the financial needs of people who have created significant capital, or who earn higher incomes.

Business Owners

We specialise in providing advice to business owners so they can create financial independence for themselves and their families

Company Directors

We advise Directors and Senior Management who often have little time to manage their own affairs.

Medical

We have considerable expertise in advising GPs, Consultants and Dentists.

Working with other specialists

We have access to specialist, technical advice if required and often work alongside your own accountants and solicitors.