Stephen has over 34 years’ experience working in the Financial Services. Starting his career as a Home Insurance Agent and has worked for the leading UK Insurance Companies, Banks and Building Societies.
Throughout his career in Financial Services, Stephen has provided quality financial advice, managed large teams of Financial Advisers as a Regulated Area Supervisor and as a Regional Retail Manager.
Prior to working for Secure for Life, Stephen worked for many years with a Pension Advisory company as a Pensions Adviser.
Stephen is married with four grown-up children and has two Granddaughters and a Grandson.
Stephen enjoys life in the Westcountry but has enjoyed extensive travel, especially to Norway, where his wife has worked for the last 30 years. Stephen is involved in local football and also spending time with his family and dogs.
Financial Planning Certificate (FPC 1, 2 & 3), MAQ (Mortgage Advice Qualification), J07 (Supervision in a regulated environment), J08 (Financial Planning Practice), R01 (Financial services, regulation and ethics), CII Level 4 Diploma in Financial Planning and is a Member of the Personal Finance Society.