Stephen began his career in financial services in 1983 having graduated from the University of Leicester with a degree in Economics & Economic History. He is a Chartered Fellow of the Chartered Institute for Securities and Investments, has a Diploma in Financial Planning and an Investment Management Certificate.
Prior to joining RSMR in 2015, he was Head of Investment Solutions at Ashcourt Rowan (formerly UK Wealth Management and Yorkshire Investment Group). Before that he ran the investment division of Pointon York and he worked as a discretionary portfolio manager at David Booler & Co. In these roles, he gained extensive experience in fund research, building investment propositions (advisory & discretionary) and working with clients, advisors & investment managers.
Stephen lives in Ackworth and enjoys being walked by his dog, reading books and relaxing with his wife.