Stephen Dickinson

Stephen Dickinson

Position: Director / Chartered Financial Planner

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Stephen is a Fellow of the Personal Finance Society, he holds the new Chartered Financial Planner Status requiring the highest qualifications in personal and corporate financial planning. Specialising in Investments and Pensions Stephen is respected as one of the leading financial planners in the UK.

Stephen trained with Legal & General, gaining experience in managing both private clients and a team of advisers and support staff.

In 2000 he decided to move into the independent sector and joined forces with Thoburn & Chapman Chartered Accountants. Following on from the success of this arrangement he formed Professional Wealth Management, providing bespoke financial advice to the clients of professional firms.

Stephen heads the PWM advisory team and is supported by Dave, Anna and Laura, who together will be responsible for the development and delivery of your financial strategy.

Stephen is married with two children, Amelia and Archie. His main extra curricular interests are Rugby Union and Skiing.

Qualifications

BA (Hons) Economics
FPFS
FPC, Financial Planning Certificate
CF1, UK financial services, regulation and ethics
CF2, Investment & Risk
CF2, Investment & Risk
CF3, Financial protection
CF4, Retirement planning
CF5, Integrated financial planning
CF6, Mortgage advice
CF8, Long Term Care Insurance
CF9, Pensions simplification
ER1, Equity release
GR1, Group Risk
JO3, The tax and legal aspects of business
JO4, Pension funding options
JO5, Pension income options
RO1, Financial services, regulation and ethics
RO2, Investment principles and risk
RO8, Pensions update
AF2, Business financial planning
AF3, Pension planning
AF5, Financial planning process
G10, Taxation and Trusts
G20, Personal investment planning