About Us

The Team

  • Stephen Dobson
  • ACII, FPFS
  • Chartered Financial Planner
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Stephen has worked in the financial industry since 1988 and became a practicing financial adviser in 1994.

Over the years Stephen has gained a wealth of qualifications the most prestigious being the Chartered Financial Planning status awarded in 2007.

He is also an Associate Member of the Chartered Insurance Institute (ACII), a Fellow of the Personal Finance Society (FPFS) and holds the Advanced Financial Planning Certificate (AFPC).

In his spare time Stephen enjoys reading, running and cycling, both on road and mountain!

Qualifications

  • Fellow of the Personal Finance Society
  • Chartered Financial Planner
  • Associate by Examination of the Chartered Insurance Institute
  • Diploma in Financial Planning
  • Professional Investment Certificate