Stephen has had over 30 years of experience as a Financial Planner. Stephen has had over 24 years’ experience in recommending ethical strategies and investments.
Stephen has achieved many qualifications during his long tenor in the Financial Services industry which has given him an edge to provide advice in the areas he is passionate about; namely:
As part of his role at Financial Index, Stephen is authorised to provide advice on the following financial services:
Stephen places a high importance on building and maintaining enduring relationships with his clients. He believes that a consistent, value added service is essential to this process.