Stephen joined St. James's Place in 2007 and is a Chartered Financial Planner, which is the industry’s gold standard for financial planners. Only a few select Financial Advisers in the North East have attained Chartered status, confirming his technical expertise.
Stephen is also a Fellow of the Personal Finance Society which is the highest qualification awarded by the CII.
Having worked in the financial services industry for over 20 years, Stephen has set up a strong team that are committed to building and sustaining long term relationships based on trust, superior service and the quality of advice given.
Strategic planning, problem solving and the ability to think outside the box are Stephen’s main strengths and he is committed to building long term, trusting relationships with his clients.
With an ever changing environment and changing client circumstances, he feels that it is essential to write bespoke financial plans for clients to help them achieve their goals, and more importantly, review these plans regularly to ensure that they remain current and accurate.
He works very closely with other professionals such as solicitors, accountants and other financial services specialists to help his clients receive the best advice available. He often works alongside clients' own professional advisers, making the process simpler and saving valuable time.
Because of his strong client focus, his business is built solely on introductions, both from his private clients and from other long standing professional relationships. His clients are keen to recommend him to their friends, family and colleagues so that they too may benefit from the sound professional advice they have themselves received.
As part of Stephen’s commitment to retirement planning, he has undertaken training with the Society of Later Life Advisers.
Candice joined the Practice in October 2013 after graduating from Newcastle University with a Bachelor of Arts (Honours) in Business and Spanish. She was invited to join the St. James's Place Academy Programme and subsequently achieved her Diploma in Regulated Financial Planning as well as the Certificate in Mortgage Advice and Equity Release*. She works alongside Stephen and is currently studying towards achieving Chartered Financial Planner status and hopes to attain this in 2019.
Candice is a specialist in Workplace Pension Schemes and organises workplace pensions for many accountants and companies throughout England.
As a Consultant of Sleight Wealth Management, she is responsible for meeting with clients and providing wealth management advice to both individuals and businesses.
Her aim is to help identify your financial priorities and objectives, and then develop a strategy to achieve these goals within your desired timescales. Once this plan is in place, she is committed to giving a bespoke personal service tailored to your specific needs, with a focus on building a long-term relationship.
From the moment that you decide to become a client, Candice’s aim is to demonstrate the value of this relationship through the service that she delivers to you on an ongoing basis.
As well as her own experience and knowledge, she can call on any number of specialists either within St. James's Place Wealth Management or from a carefully selected number of industry experts.
This also comes with the complete peace of mind, of the St. James's Place Wealth Management Guarantee.
*This is a lifetime mortgage or home reversion plan. To understand the features and risks associated with such products, please ask for a personalised illustration.
James joined the Practice full-time in May 2018. He was invited to join the
St. James’s Place Academy and has rapidly progressed his technical knowledge in financial planning.
James achieved his MBBS medicine degree at Newcastle University in 2017 and having previously worked as a hospital doctor he has developed a special interest in the financial needs of medical professionals and has become an expert in the complexities of the NHS pension scheme.
James is committed to helping families faced with immediate care needs. As a member of Symponia, he is a specialist in care fees planning. His emphasis is on respect and care, with his fundamental objective to enable people to choose where they are cared for and help them to meet the rising costs of care. He firmly believes that people who need care and their families deserve the best possible financial advice at what can be a difficult and sensitive time.
James also advises in all other areas of financial advice including investment and inheritance tax planning. As well as James’ own experience and knowledge, he can call on any number of specialists either within St. James's Place Wealth Management or from a carefully selected number of industry experts. His philosophy is focused upon maintaining a long-term, trusted relationship with his clients.
Gail joined the Practice in 2007 and is responsible for the ongoing operational duties within the Practice. This includes reviewing staff development, client acquisition strategies and reviewing business objectives. Prior to this, Gail worked in the Financial Services Industry as an Independent Financial Adviser within the Tennet Group.
Carol has worked with Stephen for over 15 years and previously worked for 7 years at a regional office of a large international insurance company. She oversees all the new business administration within the office and liaises with service providers and head office and ensures that all administration is compliant and within service standards.