Joseph Stephenson

I’m a Chartered Financial Planner based in Somerset with over 15 years of experience in financial services, providing personalised advice to directors, professionals, and retired clients. I help individuals and families find practical solutions to the financial challenges that matter most to them. My wealth management advice covers all key areas, including: Retirement planning - helping you prepare confidently for life after work Wealth protection - ensuring your assets and loved ones are safeguarded Savings and investment planning - building long-term financial growth As a Partner Practice of St. James’s Place Wealth Management, my focus is on building trusted, long-term relationships with my clients. I provide ongoing guidance as your financial goals and needs evolve, ensuring your plans remain aligned with what’s most important to you. If you’re looking for expert financial advice in Somerset or want to review your current financial plan, I’d be delighted to help. The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested. An investment in equities does not provide the security of capital associated with a deposit account with a bank or building society. The levels and bases of taxation and reliefs from taxation can change at any time. The value of any tax relief depends on individual circumstances. This Partner/Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management Plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group's wealth management products and services, more details of which are set out on the Group's website at www.sjp.co.uk/products. The ‘St. James’s Place Partnership’ and titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James’s Place representatives. SJP Approved 28/10/2025