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.

Here are Stephens answers to a brief interview about his interests and achievements:

Interests:

Cooking, Golf, Spanish, Blues Music

Favourite travel destination:

Andalucia

Notable achievements:

Charity Bike Ride from Prague to Munich in 1997 raising £4500.