Stephen specialises in providing research, report writing and administration support to the department’s Financial Planning consultants. He also provides financial planning advice directly to clients.
He qualified as a Certified Accountant in 1979, has passed the Advanced Financial Planning Certificate of the Chartered Insurance Institute and is a Diploma holder of the Personal Finance Society.
Stephen has over 22 years experience in Financial Services, 18 of which were spent running a successful Financial Planning business for a firm of accountants in Surrey.
Stephen joined Hart Brown in March 2010.
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