Chartered Financial Planner (Alibf)
Current
Apr 2017 - Present
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Stephen Caffrey Email & Phone Number
Chartered Financial Planner (ALIBF)
at
Financial Planning Corporation
1 work email found
@fpc.co.uk
LinkedIn matched
✓ Verified July 2026
4 data sources
Profile completeness 100%
Current company
Role
Chartered Financial Planner (ALIBF)
Location
Liverpool, England, United Kingdom
Company size
Who is Stephen Caffrey? Overview
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Quick answer
Stephen Caffrey is listed as Chartered Financial Planner (ALIBF) at Financial Planning Corporation, a with 11 employees, based in Liverpool, England, United Kingdom. AeroLeads shows a work email signal at fpc.co.uk and a matched LinkedIn profile for Stephen Caffrey.
Stephen Caffrey previously worked as S166 Review Investment Review Specialist at Capita and Accredited Investment and Protection File Reviewer at Accenture. Stephen Caffrey holds Ifs Level 6 Diploma In Financial Advice (Advdipfa) from The London Institute Of Banking & Finance.
Company email context
Email format at Financial Planning Corporation
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{first}@fpc.co.uk
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AeroLeads found 1 current-domain work email signal for Stephen Caffrey. Compare company email patterns before reaching out.
Profile bio
About Stephen Caffrey
Stephen Caffrey is a Chartered Financial Planner (ALIBF) at Financial Planning Corporation. He possess expertise in customer service, microsoft office, management, project management, leadership and 17 more skills.
Listed skills include Customer Service, Microsoft Office, Management, Project Management, and 18 others.
Current workplace
Stephen Caffrey's current company
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Financial Planning Corporation
11 roles
Stephen Caffrey work experience
A career timeline built from the work history available for this profile.
S166 Review Investment Review Specialist
Oct 2016 - Apr 2017
Accredited Investment And Protection File Reviewer
Jul 2016 - Oct 2016
Investment Review Manager
This role involved assessing the suitability of individual investment sales with consideration to customer's wider portfolios, attitude to investment risk and experience amongst other things. • End to End review process including data gather/prep work • Client contact, IDVA, ensuring systems notes are placed to document customer contact• Utilizing all available POS documentation and sales processes/guidelines to assess advice• Writing detailed reports summarizing findings regarding suitability of advice client received and updating the CRM• In the event of an unsuitable outcome, detailing redress strategy within assessment outcome report• Dealing with providers to obtain valuations withdrawal information• Creating bespoke client contact letters • Due to the variety of products sold within both HSBC and whole of market products an in depth knowledge was required of Bonds, OEICS, Unit Trusts, Structured products, ISA’s, Cap protected investments, Ethical Investments, Range of Individual Fund solutions, Full Managed/Active Managed solutions IHT planning and Discretionary Fund Management. • Regularly liaising with colleagues and stakeholders in the business on policy and process matters to help improve the business
Apr 2015 - Jul 2016
Commercial Banking Redress Agent
• Dealing with complex financial calculations including Loans, Cards, Overdrafts & mortgages and producing written complaint responses.• Maintaining a impeccable quality assessment record and always achieving the required targets set
Dec 2014 - Apr 2015
Quality Assurance
Sep 2012 - Dec 2014
Deputy Team Leader / Quality Assurance Outcome Tester
Sep 2012 - Dec 2014
Payment Analyst
Feb 2012 - Sep 2012
Ppi Complaints Review Case Handler
Aug 2011 - Feb 2012
Customer Care Agent
Natwest
• Answering account queries• Ordering / cancelling bank statements, cards, cheque cooks• Identifying cross selling opportunities & passing customer on to sales team
Mar 2010 - Dec 2011
Data Processing Manager
• Updating businesses information i.e. address, authorities to accounts• Giving updates on business transactions• Ordering/cancelling statements, cheque books, cards• Logging fraudulent claims
Aug 2008 - Jan 2009
Team & coworkers
Colleagues at Financial Planning Corporation
Other employees you can reach at fpc.co.uk. View company contacts for 11 employees →
BB
Bernice Blundell
Colleague at Financial Planning CorporationSouthport, England, United Kingdom
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DG
Dean Gough
Colleague at Financial Planning CorporationGreater Liverpool Area, United Kingdom
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MR
Mark Ralphs
Colleague at Financial Planning CorporationSouthport, England, United Kingdom
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ML
Mike Lea
Colleague at Financial Planning CorporationLiverpool, England, United Kingdom
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NE
Nick Evans Fpfs
Colleague at Financial Planning CorporationSouthport, England, United Kingdom
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PW
Paul Welsh
Colleague at Financial Planning CorporationSouthport, England, United Kingdom
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HM
Hannah Miller
Colleague at Financial Planning CorporationSouthport, England, United Kingdom
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JH
Jack Haimes
Colleague at Financial Planning CorporationLiverpool, England, United Kingdom
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LA
Lewis Armstrong
Colleague at Financial Planning CorporationSt Helens, England, United Kingdom
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Bernice Blundell
Colleague at Financial Planning CorporationSouthport, England, United Kingdom
View →
DG
Dean Gough
Colleague at Financial Planning CorporationGreater Liverpool Area, United Kingdom
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MR
Mark Ralphs
Colleague at Financial Planning CorporationSouthport, England, United Kingdom
View →
ML
Mike Lea
Colleague at Financial Planning CorporationLiverpool, England, United Kingdom
View →
NE
Nick Evans Fpfs
Colleague at Financial Planning CorporationSouthport, England, United Kingdom
View →
PW
Paul Welsh
Colleague at Financial Planning CorporationSouthport, England, United Kingdom
View →
HM
Hannah Miller
Colleague at Financial Planning CorporationSouthport, England, United Kingdom
View →
JH
Jack Haimes
Colleague at Financial Planning CorporationLiverpool, England, United Kingdom
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LA
Lewis Armstrong
Colleague at Financial Planning CorporationSt Helens, England, United Kingdom
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6 education records
Stephen Caffrey education
Ifs Level 6 Diploma In Financial Advice (Advdipfa)
Ifs Level 6 Award In Pension Transfers
Certificate For Mortgage Advice (Cemap)
Diploma Of Financial Planning Level 4, Financial Planning And Services, Pass
Bachelor'S Degree, Business/Marketing
Aat Accountancy (Foundation), Accountancy, Merit
FAQ
Frequently asked questions about Stephen Caffrey
Quick answers generated from the profile data available on this page.
What company does Stephen Caffrey work for?
Stephen Caffrey works for Financial Planning Corporation.
What is Stephen Caffrey's role at Financial Planning Corporation?
Stephen Caffrey is listed as Chartered Financial Planner (ALIBF) at Financial Planning Corporation.
What is Stephen Caffrey's email address?
AeroLeads has found 1 work email signal at @fpc.co.uk for Stephen Caffrey at Financial Planning Corporation.
Where is Stephen Caffrey based?
Stephen Caffrey is based in Liverpool, England, United Kingdom while working with Financial Planning Corporation.
What companies has Stephen Caffrey worked for?
Stephen Caffrey has worked for Financial Planning Corporation, Capita, Accenture, Hsbc Retail Banking And Wealth Management, and Huntswood.
Who are Stephen Caffrey's colleagues at Financial Planning Corporation?
Stephen Caffrey's colleagues at Financial Planning Corporation include Bernice Blundell, Dean Gough, Mark Ralphs, Mike Lea, and Nick Evans Fpfs.
How can I contact Stephen Caffrey?
You can use AeroLeads to view verified contact signals for Stephen Caffrey at Financial Planning Corporation, including work email, phone, and LinkedIn data when available.
What schools did Stephen Caffrey attend?
Stephen Caffrey holds Ifs Level 6 Diploma In Financial Advice (Advdipfa) from The London Institute Of Banking & Finance.
What skills is Stephen Caffrey known for?
Stephen Caffrey is listed with skills including Customer Service, Microsoft Office, Management, Project Management, Leadership, Strategic Planning, Banking, and Sales.
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