Stephen holds the "gold standard" qualification in financial services - Chartered Financial Planner, and has been a financial services practitioner for over 25 years. After working for a number of high profile companies, in 2012, Stephen and Julia, his wife, launched South Downs Financial Planning, as a Partner Practice of St. James's Place Wealth Management.
Stephen has considerable knowledge and expertise in advising clients on all aspects of financial planning, and prides himself on providing a professional, easy-to-understand service to his clients.
Julia has over 15 years experience with a major insurance company, latterly as a team leader, and her role is to ensure the smooth running of the office and provide our clients with a high level of service, liaising with existing companies and preparing detailed recommendation reports.
Together, we are committed to building long-term, trusted relationships, and we hope that our clients feel that the advice we give is of the highest standard.
With the backing of awarding-winning St. James's Place Wealth Management behind us, we have a wealth of support and technical knowledge at our disposal, as well as access to what we consider to be "best of breed" product providers.
All of this additional resource means that we should always be able to offer appropriate solutions to address your specific needs and objectives.