Areas of expertise
Family and individual investment; charitable trusts; private pensions.
Stephen advises on all aspects of investment for individuals, families, trusts and charities and his clients include youth, local, health, education and arts charities as well as a broad spectrum of private investors.
He manages portfolios, including pension funds and ISAs. He is able to communicate well with clients whether they are investment professionals themselves or completely new to the world of investment.
Stephen is a trustee of several charities and is now introducing his fourth generation of many families to their investments.
Fellow of the Chartered Institute for Securities & Investment (CISI).