Stephen is a Concentric Wealth Consultant, providing investment and pension advice, as well as assurance and sustainable investment consultancy services to private clients, corporates and trustees.
Stephen’s career in Financial Services started in 1993. Over the years he has held various senior roles within advisory practices in Jersey. A Chartered Fellow of the Chartered Institute of Securities and Investments, and member of the Chartered Insurance Institute, Stephen has passed the Private Client Investment Advice and Management Level 6 exam.
Stephen has two grown-up sons and five grandsons. He is a lifetime member of Beeches Old Boys and is also a member of the Jersey Circle of the Catenian Association, for which he has held the positions of both President and Treasurer. His interests include spending time with his family and travelling, especially to Southern Spain.