Stefan Palenski

Areas of expertise

Investment management

Experience

Stefan graduated from Leeds University with a degree in Politics (with Economics) before training as an IFA. He has over 20 years financial services experience, and he heads up the Leeds Investment management team and so is responsible for significant assets under management. Stefan is part of the charity investment team, and runs numerous ethical investment mandates, being a strong advocate of this investment approach

Notable client work and achievements

Successfully grown client assets despite the variety of financial crisis that have struck over the last 2 decades!

Professional qualifications and memberships

Chartered Fellow CSI