Chartered Financial Planner & Director
Stephen was one of the first advisers in the country to become a Chartered Financial Planner and attain the gold standard within the financial services industry. He advises on all aspects of personal finance, specialising in pensions and investments.
“I like to develop long-term relationships with my clients and take a holistic approach to their finances. This enables us to prioritse their objectives and make sure they realise their goals.”
After obtaining a 2.1 degree in Finance at the University of Manchester, Stephen joined Fyfe Financial in 2000 and completed his Financial Planning Certificate in July 2001. He then completed his Advanced Financial Planning Certificate in December 2002 and in June 2004 he qualified as the youngest fellow of the Life Insurance Association in the UK. In November 2005, Stephen became a director of the company.
Stephen is married with two sons and enjoys music and football.
Please view Stephen’s Statement of Professional Standing issued by the Personal Finance Society (PFS).