Stephen Adair
FCSI FPFS
Stephen started his professional career in audit with Deloitte before entering private client investment management with Brewin Dolphin plc, during which time he was invited to become a Fellow of the Securities Institute. Latterly, he managed financial planning for Bank of Scotland Private Banking in the North of England.
About
Many of his clients are professionals and directors of growing businesses, for whom he provides comprehensive support in respect of the overlapping needs of the individual, family and business, which change markedly from start-up to exit*, succession or retirement.
*Exit strategies may include the referral to a service that is separate and distinct to those offered by St. James's Place.
Testimonials
Accreditations
Prestigious industry status recognises the value I place on my development and gives clients the confidence that they are supported by one of the UK’s leading wealth professionals.
Click on the accreditations for more information
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.
