Stephen Parker

Areas of expertise

Stephen specialises in

Wealth Management advice and Accumulation, Corporate Planning, Cash flow modelling, Lifestyle modelling, Retirement Planning and Pensions Planning, Taxation of Investments, Estate Planning and Tax Planning.

Experience

Stephen is a Managing Partner with Tilney and leads the west coast financial planning team.

He has over 25 years’ experience and is a Chartered Financial Planner.

Clients benefit from an on-going service and his areas of expertise include: lifestyle modelling, protection, retirement and pensions planning, taxation of investments, estate and tax planning. He practices a holistic approach to financial planning to ensure that clients and their families focus on what they really want from life, manage their wealth effectively and achieve their lifetime objectives.

This is based on giving clients reassurance and the confidence to live their lives knowing that they have made the right financial decisions. His guiding principle is that wealth should be aligned and work to a cashflow based ‘Lifetime Plan’ that reflects individual circumstances, goals, aspirations and concerns. This plan forms a genuine contextual background against which informed decisions can be made in the areas of investment management, tax planning and risk management.

Notable client work and achievements

Strategically integrating the Financial Planning and Investment Management Teams in Scotland to provide a holistic approach to our clients Wealth Planning needs.

Professional qualifications and memberships

Chartered Financial Planner APFS