Financial Planner
0191 341 0610

Born in Swindon with early years spent in New Zealand before settling in Newcastle, Stephen began his career in Financial Services in 2003 with a large UK bank as a Financial Adviser. He went on to work for a firm in Newcastle in Compliance and served as Head of Paraplanning over a team of six before qualifying as a Financial Planner. Stephen joined Punter Southall Wealth (previously Punter Southall Financial Management) in 2016 and advises on all areas of financial planning including pensions, investments, inheritance tax and protection. His interests outside of work include spending time with his family and friends and watching the football. Until recently Stephen was also a volunteer Special Constable for Durham Constabulary.

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