Stephen has over 30 years of experience in the investment and financial planning arena, mostly operating in positions providing independent advice. This route was a very deliberate choice taken early in his career which provided the opportunity to gain a wide spectrum of experience in areas as diverse as corporate retirement counseling to individual portfolio design to forensic accounting. He also has a great deal of experience in writing articles, presenting on TV & radio, and keeps himself permanently challenged by setting an almost impossible goal; Make Finance Fun!
Having started his career in the UK with a major insurance company, here he gained an excellent grounding on all aspects of the industry. After 7 years, he took the decision to work directly with clients and joined Godwins Independent Financial Advisers where he gained comprehensive training from one of the largest (and probably the best) advisory firms in the UK. This move to providing holistic financial advice to his own clients is something he has enjoyed and followed ever since.
In 1996, he moved to Hong Kong to take up a position with a local investment firm. Here he employed Joyce Yee as his PA and they have remained colleagues to this day.
In 2000, Stephen established his own company with 2 like-minded directors, aimed at providing the highest quality investment and financial planning.
In 2015, after an extensive review of the market, Stephen took the decision to move the company client base into St. James’s Place, in order to access the exceptional investment management offered by the company, along with extensive and highly professional support in all areas of investment and financial planning. Here, he is a Partner with Sovereign Wealth and acts as one of SFC Responsible Officers for St. James’s Place.