Our Management Team
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.
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)
Laura is new to the industry after working in Telecommunications for 17 years.
Laura lives in Croydon, Surrey with her son.