Dexterity is a trading name of Stephen Walters Financial Planning Limited (SC360356)

Authorised and regulated by the Financial Conduct Authority (503299)

View our privacy notice here.

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Dexterity is a limited company; set-up in 2009

  • In readiness for the regulator's 2012 rules abolishing commission, 

  • To align with the most modern practices; chiefly the internet, online investment platforms, and Exchange Traded Funds (ETF).

Dexterity is also an administrator of pensions for small companies; and offers trusteeship for those who prefer to delegate that responsibility.

We are a two-man team, and happy to remain so because, in highly-regulated activity, small is most simple and cost-effective.

Stephen

I began work as an IFA in 1989.  (Before that I was in the

submarine service.)  The work I enjoy most is helping

people clear confusion and / or fear of error about money. 

Much like a GP takes pleasure in patients self-managing their

own long-term medical health, I celebrate clients becoming 

confident to self-manage their own portfolio of investments.

I own the company, but without Philip I'd be all at sea.

 

Philip

I started work with Stephen mid-2015.  He meets our clients; 

I manage the back-office work and systems.  The division of

labour well suits our different dispositions and skills.  I feel

fortunate Stephen likes Dexterity to be a very modern employer:

for instance, the company values equally our collaboration, so 

the terms and benefits of our contracts are identical.