Rio Stedford Fpfs, Fcsi
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Rio Stedford Fpfs, Fcsi Email & Phone Number

Investment Product Strategy Director at St. James’s Place
Location: Andover, England, United Kingdom 13 work roles 6 schools
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Current company
Role
Investment Product Strategy Director
Location
Andover, England, United Kingdom
Company size

Who is Rio Stedford Fpfs, Fcsi? Overview

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Quick answer

Rio Stedford Fpfs, Fcsi is listed as Investment Product Strategy Director at St. James’s Place, a with 32 employees, based in Andover, England, United Kingdom. AeroLeads shows a matched LinkedIn profile for Rio Stedford Fpfs, Fcsi.

Rio Stedford Fpfs, Fcsi previously worked as Head of Financial Planning and Head of Wealth at Finura and Head of Financial Planning at Finura. Rio Stedford Fpfs, Fcsi holds Doctor Of Business Administration from Coventry University.

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Email format at St. James’s Place

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St. James’s Place

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Profile bio

About Rio Stedford Fpfs, Fcsi

A confident, trusted, and passionate wealth management senior leader and strategic influencer. Nearing 15 years of proven industry experience. Including:- Financial planning company Founder, Owner & Director - Strategic business & team leadership- Commercial, proposition & operations managementCurrently Head of Financial Planning for an Independent Chartered Financial Planning business partnered with and backed by a leading FTSE 100 Asset Manager. My key strengths are: - Leading commercial & distribution strategy- Developing & implementing growth initiatives- Lateral thinking for innovation & competitive advantage My ambition and entrepreneurial spirit have seen me become a fully qualified financial adviser at 21, Chartered Fellow at 25, and Founding Managing Director of a sustainability focussed financial planning business at 26. Now, I lead large wealth teams and drive strategic company wide commercial growth within FTSE backed businesses.

Current workplace

Rio Stedford Fpfs, Fcsi's current company

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St. James’s Place
St. James’S Place
Investment Product Strategy Director
Andover, GB
13 roles

Rio Stedford Fpfs, Fcsi work experience

A career timeline built from the work history available for this profile.

Head Of Financial Planning And Head Of Wealth

Andover, Gb

Head Of Financial Planning

Current

City Of London, England, United Kingdom

Mar 2024 - Present

Director, Owner And Chartered Financial Planner

Paradise Planning And Advice Ltd
Nov 2019 - Nov 2020

Financial Planning Administrator

Chadney Bulgin Llp
Apr 2012 - Dec 2012

Pa / Paraplanner

Spa Financial Services
Jul 2011 - Apr 2012
6 education records

Rio Stedford Fpfs, Fcsi education

Certified Fintech Practitioner, Finance And Financial Management Services

Topic 1: Digital Banking and Wealth Management Business Models Topic 2: Technology Topic 3: Alternative and Embedded Finance Topic 4.

Fellowship, Financial Planning And Services

Chartered Fellow of the Personal Finance Society in 2018 at 25 and Diploma qualified in 2014 at 21. Notable qualifications: Advanced.

Education record

Sandhurst Secondary School

10 GCSE's grade A*-B

FAQ

Frequently asked questions about Rio Stedford Fpfs, Fcsi

Quick answers generated from the profile data available on this page.

What company does Rio Stedford Fpfs, Fcsi work for?

Rio Stedford Fpfs, Fcsi works for St. James’s Place.

What is Rio Stedford Fpfs, Fcsi's role at St. James’s Place?

Rio Stedford Fpfs, Fcsi is listed as Investment Product Strategy Director at St. James’s Place.

Where is Rio Stedford Fpfs, Fcsi based?

Rio Stedford Fpfs, Fcsi is based in Andover, England, United Kingdom while working with St. James’s Place.

What companies has Rio Stedford Fpfs, Fcsi worked for?

Rio Stedford Fpfs, Fcsi has worked for St. James’S Place, Finura, Quilter Cheviot Financial Planning, Heritage Financial Advisers Ltd, and Paradise Planning And Advice Ltd.

How can I contact Rio Stedford Fpfs, Fcsi?

You can use AeroLeads to view verified contact signals for Rio Stedford Fpfs, Fcsi at St. James’s Place, including work email, phone, and LinkedIn data when available.

What schools did Rio Stedford Fpfs, Fcsi attend?

Rio Stedford Fpfs, Fcsi holds Doctor Of Business Administration from Coventry University.

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