Role: Independent Financial Adviser
Location: Liverpool Office
Diploma in Financial Planning (Dip PFS)
Certificate in Mortgage Advice (Cert CII (MP))
Stephen can help you with…
Financial Planning, Wealth Management, Retirement Planning, Inheritance Tax Planning, Personal and Business Protection Insurance, Private and Business Medical Insurance, Corporate and Director’s Pension Schemes.
He enjoys helping clients and making a real difference in their lives through quality financial advice. Stephen prides himself in long standing relationships with his clients.
Outside of work…
Stephen enjoys Cricket at Formby Cricket Club and is a Captain, Coach, Umpire and Scorer! He’s also a keen footballer and golfer. Stephen also has a passion for real ale and craft beers.
He is married to Vicki and they have two children, Cillian & Eoin and he’s office buddies with Toffee the Dachshund.
Stephen’s favourite food is Fish, Chips & Mushy Peas, especially by the sea.