Having worked in the financial services industry since 1992, Stephen moved from the insurance industry via the banking sector to specialise in the mortgage and protection market.
Stephen co-founded Revell Turner & Wass in October 2001, and for the next few years worked closely with local estate agents. With them, he provided good advice and formed a long-term relationship with his clients, while also developing new ones.
Stephen is very excited with the formation of the new company, as he knows RTW Wealth Management Ltd can now fulfil their clients' full financial services needs.
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.