BSc (Hons) CFPTM
Stephen is a Financial Planner and joined Attivo in 2022. He is a Chartered Fellow (Financial Planning) of the Chartered Institute for Securities and Investments, (CISI). He holds the Society of Trust and Estate Practitioners (STEP) Certificate in Financial Services.
Technical Excellence
Stephen holds the following Advanced Financial Planning Papers and the following advanced diploma level qualifications
Pension planning: He designs retirement solutions that balance security, flexibility, and tax efficiency.
Investment planning and Business financial planning: He develops portfolios that match objectives, risk tolerance, and time horizons
Taxation and trusts: He structures wealth to protect assets, reduce tax exposure, and support succession
