About us

Stephenson Financial Planning Ltd was established in 2017, when its Director accepted an invitation to join as a Partner Practice of St. James's Place.

David has over 20 years’ experience in financial services and has provided expert advice to private clients and businesses, dentists and dental practices, hospital doctors, GP’s and GP practices.

At Stephenson Financial Planning Ltd we provide holistic advice in a personal and professional manner. We are committed to building long term relationships to understand and help to deliver all of your financial goals. We work with both individuals and corporate clients and are particular specialists in the Medical and Dental market.

Our advice will be delivered at your convenience - either in your place of work or home.