Chartered Financial Planner
A Chartered Financial Planner working with clients in the Edinburgh region.
Stephen is a Chartered Financial Planner and Certified Financial Planner based in Edinburgh. With over 15 years as an Independent Financial Adviser, Stephen is a specialist in care fees funding solutions and related areas of investment planning and estate planning.
In April 2011 Stephen achieved the nationally recognised 'Later Life Adviser' accreditation entitling him to full membership of the Society of Later Life Advisers (SOLLA) becoming only the second adviser in Scotland to achieve this.
This qualification requires full re-accreditation every five years and Stephen achieved this in March 2016.
Stephen is ideally experienced and qualified to help you and your family or indeed to assist charities or professional bodies dealing with later life issues.