Ed Stenning

I have been working within the financial services sector since 2003, following earlier roles in merchant banking and within the pensions industry. This diverse background has given me a well-rounded perspective on both corporate and personal finance. My specialist areas include investments, pensions (both pre- and post-retirement), and inheritance tax planning. I hold professional qualifications with both the Chartered Insurance Institute and the Chartered Institute for Securities & Investment. I work with a wide range of clients—from young professionals just starting to build their financial future to those approaching or enjoying retirement. I also advise two businesses and a charity on employee benefits. It’s a privilege to be trusted with such important aspects of people’s lives, and I never take that responsibility lightly. While technical knowledge is essential, I believe the most important qualities in a good adviser are the ability to listen and to truly understand what matters most to each client. Outside of work, life revolves around my family. I also try to give back to the community and currently serve as a Knight of the Order of the Knights Templar of St John of Jerusalem—a role that reflects my commitment to service, tradition, and charitable support. 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 01/07/2024