As Head of Financial Planning, Stephen’s role is to make sure that our team of Financial Advisers meet and exceed Logic Wealth Planning’s Business and Regulatory requirements. This ranges from him ensuring that all our clients are being provided with the very best levels of professional service, advice and support, to working closely with our Compliance Director to make sure that all associated processes and procedures fully meet FCA principles and requirements.
In addition to all of above, Stephen is himself a Chartered Member of the Institute of Financial Services, which is a ‘gold standard’ qualification for professional Financial Planners. Prior to joining Logic Wealth Planning he worked in and around London, giving extensive help and advice to a wide spectrum of clients. Whilst this has very often involved working with people in retirement (or close to), Stephen is currently seeing an increase in the number of younger people – for example in the 25-40 year old bracket – also seeking his professional advice and guidance in areas such as investments and pensions, to help them to successfully manage and plan their financial matters for the future.
Born in the North East, Stephen is a life-long Middlesborough FC fan with a background in Logistics and an ambition in his younger days to be a rock musician after playing guitar in several bands. Nowadays Stephen lives in South Manchester with his wife and young daughter. In his spare time he is an avid golfer and has enjoyed taking part in Logic Wealth Planning’s Charity Golf Events at Rossendale during the last few years.