0330 038 8942
Based in Bank
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FCA status: Certified by Firm
Stephen is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Stephen's status
Last checked: 28 February 2026
Stephen is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Stephen's status
7
Recent Client Reviews
Stephen has received 7 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Stephen has received 7 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 29 November 2022
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
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Stephen has not yet added their qualifications to their profile
Transparent Fees
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Stephen has not yet added their fees to their profile
I have worked as a financial planner for over 35 years and served as a director at Helm Godfrey until its acquisition by Hurst Point in 2023. I bring a financially focused entrepreneurial mindset and have a genuine curiosity about how businesses and individuals reach their goals and objectives. I work closely with clients to gain a deep understanding of their objectives and help them develop a plan to achieve their goals.