For the last twenty five years he has been managing the wealth of some of the most successful individuals and business owners in Britain. Advising on both business and personal financial matters requires keen perceptive powers, attention to detail and in depth understanding of the client and their financial objectives.
With relationships built over many years and across generations, Stephen has developed a unique bond with clients and enabled wealth to pass between families tax efficiently. Stephen’s specific areas of expertise include profit extraction, business sales and complex trust* planning.
At the heart of the service offered by Stephen is his belief in effective communication to ensure that clients are kept informed of issues that may affect their financial wellbeing. As such he regularly publishes a range of newsletters exclusively for his clients, including a communication 'WeekWatch' covering key market, economic and personal finance news and quarterly magazine, The Investor.
More information is available by clicking the Market Update link on the home page.
Duncan has been my financial adviser since I moved to the UK four years ago and during that time I have found him to be honest, knowledgeable and trustworthy. Duncan has provided advice and guidance on all manner of financial affairs, from personal health insurance to pensions and investments. I wou...
Enter your email address and register or update your existing email preferences.
The 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 www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.