Independent Financial Adviser & Managing Director
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 their confusion about money, and their fear of error.
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.
I joined Dexterity mid-2015 and became a Director in
While Stephen meets our clients, I manage the administration, back-office work and systems. The division of labour well suits our different dispositions and skills.
I like that Dexterity is a very modern employer: for instance, the company values equally our collaboration, so the terms and benefits of our contracts are identical.