Favourite quote: The moving finger writes and having writ moves on. For all your Tears, Piety and Wit you cannot change a thing. Omar Kyyam (1125)
Location: London Borough of Kingston
Stephen has provided financial advice to Institutional and Individual Clients for more than 25 years having worked for major Investment Banks in the City like Merrill Lynch, Deutsche Bank and St.James’s Place Asset Management. Stephen recognises that personal interaction is key to a successful mutually beneficial long-term relationship with clients.
Stephen was a keen footballer and cricketer in younger days and still enjoys sport as a spectator. Good food and wine and exotic travel are high on his list of pleasures as is watching his five Grandchildren grow and prosper.
The value of pensions and investments and the income they produce can fall as well as rise. You may get back less than you invested
Chartered Institute of Insurance [CII] , a Diploma in Regulated Financial Planning [Dip PFS] . I am also a member of the Society of Mortgage professionals and am qualified to give mortgage advice holding a Certificate again from the CII, Cert CII [MP].