Chartered FCSI
Stephen is a dedicated Concentric Wealth Consultant, offering extensive expertise in investment and pension advice, as well as assurance and sustainable investment consultancy services to a diverse clientele including private clients, corporates, and trustees.
Stephen embarked on his career in Financial Services in 1993 and has since held various senior roles within advisory practices in Jersey. A Chartered Fellow of the Chartered Institute of Securities and Investments, and a member of the Chartered Insurance Institute, Stephen has demonstrated his proficiency by passing the rigorous Private Client Investment Advice and Management Level 6 exam.
Outside of his professional endeavors, Stephen finds fulfillment in family life, boasting two grown-up sons and enjoying quality time with his five grandsons. He is a valued lifetime member of Beeches Old Boys and actively contributes to the Jersey Circle of the Catenian Association, where he has served in the capacities of President and Treasurer. Stephen’s personal interests extend to travel, with a particular fondness for exploring Southern Spain. His well-rounded background and commitment to both professional excellence and community involvement make him an integral part of the Concentric team.
Concentric Group
3rd Floor
Conway House
St Helier
Jersey
JE2 3NT
Concentric Guernsey
Hadsley House
Lefebvre Street
St Peter Port
Guernsey
GY1 2JP
A TEAM plc company
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Concentric Financial Services Limited is regulated by the Jersey Financial Services Commission to conduct investment business under the Financial Services (Jersey) Law 1998.
Concentric Financial Services (Guernsey) Limited (CFSGL) is not trading. CFSGL has applied to the Guernsey Financial Services Commission for regulatory licences to provide investment advice and act as an insurance intermediary.