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Stephen Ranson Financial planning

Stephen Ranson

Financial planning

Areas of expertise

Stephen's areas of expertise are primarily around retirement planning, estate planning and investment management. He works with clients to plan for their retirement, drawing income in the most tax efficient manner and helping determine their thoughts to establish whether it is appropriate to transfer a final salary pension. When looking at estate planning, it is about passing wealth through the generations both tax efficiently and in the best way to meet the needs of the family, now and into the future. With investment management he works with colleagues in our investment management team to ensure the investment solution chosen are most appropriate for the client in terms of anticipated returns and level of investment risk taken.


Stephen is a Chartered Financial Planner as well as a Fellow of The Personal Finance Society. He has worked for the company since 2007 both in a financial planning capacity but also as a Team Head, leading a team of Financial Planners within the London office.

Notable client work and achievements

He is a regular speaker at the company seminars on topics such as retirement planning and estate planning to name a few.

Professional qualifications and memberships

Chartered Financial Planner.
Advanced Diploma in Financial Planning.
Fellow of The Personal Finance Society.
CF8 qualified to provide specialist advice on long-term care needs.

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