Our Management Team

Stephen Dennison

Director & Chartered Financial Planner

Stephen has over 18 years’ experience of developing financial plans and providing financial advice.

As a Chartered Financial Planner he enjoys working with clients, understanding their financial needs and creating solutions. He develops long term relationships with his clients and values all the time he spends with them.

He gained experience working for Lloyds Private Banking, Close Brothers Asset Management and Synthesis Wealth Management. He now feels at Surrey Wealth Ltd, being truly independent, he can give the best possible advice.

Stephen was the Personal Finance Society, Chartered Champion for Surrey in 2015 and 2016.

Qualifications

  • Fellow of the Personal Finance Society

  • Chartered Financial Planner

  • Chartered MCSI of the Chartered Institute for Securities & Investments

  • Certified Financial Planner TM

  • Affiliate of Resolution (Solicitors Family Law Association)

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Laura Bagatti

Practice Manager

Laura is new to the industry after working in Telecommunications for 17 years.

Highly organised

Laura lives in Croydon, Surrey with her son.

Surrey Wealth Ltd - Registered in England and Wales No. 10173320.

Registered Address: 8 Manor House Business Centre, 19 Church Street, Leatherhead, Surrey, KT22 8DN.

Authorised and regulated by the Financial Conduct Authority.

We are entered on the Financial Services Register No 833211 at https://register.fca.org.uk/

The information contained within the website is subject to the UK regulatory regime and is therefore primarily targeted at customers in the UK.

Should you have cause to complain, and you are not satisfied with our response to your complaint, you may be able to refer it to the Financial Ombudsman Service, which can be contacted as follows: 

The Financial Ombudsman Service, Exchange Tower, London, E14 9SR

Tel:  0800023 4567 or 0300 123 9123

www.financial-ombudsman.org.uk