Professional

Stephen founded Strategic Wealth Management & Strategic Family Office - two firms focused on delivering clarity, security and a sense of direction to successful clients and families. Both businesses have developed as a result of Stephen’s own need for a “Chief Financial Officer” to co-ordinate the team of experts looking after all aspects of his financial affairs, personally and for the business.

Stephen is passionate about helping clients create a better financial life. With a background in accountancy and over thirty years experience in financial services, he intimately understands the challenges faced by business owners.

Personal

Stephen is now living his own ideal retirement, splitting his time between his homes in Sussex and Portugal.