Alexander Stephenson, Alex Stephenson Wealth Management

Business Description

As the firms principal, I set up Alex Stephenson Wealth Management in 2018 as an associate partner practise of St James's Place. I provide my clients, across the country, with highly personalised and holistic face to face advice across a range of financial matters, ranging from: pensions, investments, protection, tax planning, estate/inheritance planning and corporate planning for limited companies.

Alex Stephenson Wealth Management is committed to delivering advice excellence, underpinned by high degree of professionalism and integrity, built on long-standing and trusted relationships with our clients.

Prospective clients can expect an initial, confidential consultation with no obligation to join to the practice as a client.

Accreditations & Qualifications

Alex Stephenson has been awarded the Diploma in Regulated Financial Planning by the Chartered Insurance Institute (CII).

Alex Stephenson Wealth Management is an Appointed Representative of and represents only St. James’s Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website