Senior Partner Practice of St. James's Place Wealth Management
In 2008, Stephen co-founded an award winning company.
In 2013 having helped their funds under management grow dramatically, the Directors were approached to consider becoming a Senior Partner Practice of St. James's Place, a FTSE 100 organisation.
Stephen saw this as an excellent opportunity to join a fast growing organisation, with an impeccable reputation, and offer his corporate and high net clients with an even greater range of products and services. Atlantic Wealth Management is the result of this exciting new direction for the company.
Stephen has over 21 years within the financial services industry. His career began in his family run IFA business where he developed an excellent understanding of face-to-face financial advice. Stephen then went on to work for AXA and Zurich, where he undertook a number of internal training programs, passed many exams and achieved numerous awards to become one of the highest achieving young advisers within these organisations.
Stephen’s expertise is single premium investments, both UK based and offshore, which includes IHT planning, as well as advice on retirement planning which includes SIPPs and income drawdown.
As the Managing Director of Atlantic Wealth Management, Stephen provides advice to high net worth clients which include; Accountants, Lawyers, film directors, media personalities and sports professionals. He is also keen to look at new investment opportunities by working with a select number of professional connections.
The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.
The Partner Practice 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 www.sjp.co.uk/products. The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives.
Atlantic Wealth Management is a trading name of Atlantic Wealth Management (UK) Ltd. Atlantic Wealth Management (UK) Ltd is registered in England and Wales, Number 08772076. Registered Office: The Business Store, 98-100 High Road, Rayleigh, Essex, SS6 7AE.