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Stephen Carpenter Email & Phone Number

Chartered Financial Planner at RBC Brewin Dolphin at RBC Brewin Dolphin
Location: Marlborough, England, United Kingdom 9 work roles 5 schools
1 work email found @googlemail.com LinkedIn matched
✓ Verified Jun 2026 4 data sources Profile completeness 100%

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Current company
RBC Brewin Dolphin
Role
Chartered Financial Planner at RBC Brewin Dolphin
Location
Marlborough, England, United Kingdom
Company size
1829 employees

Who is Stephen Carpenter? Overview

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Quick answer

Stephen Carpenter is listed as Chartered Financial Planner at RBC Brewin Dolphin at RBC Brewin Dolphin, a company with 1829 employees, based in Marlborough, England, United Kingdom. AeroLeads shows a work email signal at googlemail.com and a matched LinkedIn profile for Stephen Carpenter.

Stephen Carpenter previously worked as Chartered Financial Planner, Divisional Director at Brewin Dolphin and Chartered Financial Planner at Beckford James Chartered Financial Planners. Stephen Carpenter holds Solla Accredited Care Fees Specialist, Solla Accredited Care Fees Specialist from Solla.

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*@googlemail.com
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Profile bio

About Stephen Carpenter

As a financial planner my role is to help clients to answer two questions..1. Have I/We got enough to ?.......(have a comfortable retirement, pay care fees, make gifts to children, pay school fees etc)and based on the answer to this question'2. What should I/We do next?Then check that question 1 remains relevant and that the answers to question 2 are monitored regularly.Brewin Dolphin is a trusted leading UK wealth adviser to thousands of high net worth clients of solicitors and accountants.We give lawyers and accountants what they seek most from wealth advisers: ConfidenceAs a Chartered Financial Planner and full SOLLA member, I work with them and their clients to help them make better informed decisions about their wealth.

Listed skills include Wealth Management, Financial Planning, Pensions, Strategic Financial Planning, and 15 others.

Current workplace

Stephen Carpenter's current company

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RBC Brewin Dolphin
Rbc Brewin Dolphin
Chartered Financial Planner at RBC Brewin Dolphin
london, greater london, united kingdom
Website
brewin.co.uk
Employees
1829
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9 roles

Stephen Carpenter work experience

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

Chartered Financial Planner At Rbc Brewin Dolphin

Current
Rbc Brewin Dolphin

Marlborough, England, United Kingdom

Feb 2015 - Present

Chartered Financial Planner, Divisional Director

Brewin Dolphin

Marlborough, Wiltshire

My team and I research, design and create wealth management solutions that are needed by the high net worth private clients of lawyers and accountants.In addition my team also provide wealth management solutions for the lawyers and accountants themselves.Fellow of the PFS and full member of SOLLA.

Feb 2015 - Nov 2022

Chartered Financial Planner

Beckford James Chartered Financial Planners

Bath, United Kingdom

Chartered Financial Planner, working with clients to help them identify the things that are important to them and then to set a action plan to help increase the probability of their aims being realised.

Jan 2014 - Jan 2015

London Regional Head

Rsm Tenon

Chiltern Street

Helping the London Financial Planning Team prepare for a post RDR service and client proposistion

Sep 2012 - Dec 2012

Head Of Financial Planning

Million Plus Financial Management

Docklands, United Kingdom

The role of Head of Financial Planning includes the strategic development of MPFP's business model to ensure all business streams meet RDR requirements.Design and Implementation of the Client Proposition, including client investment monitoring from risk and objective perspectives.Design and implementation of investment strategy for the group to ensure TCF.

Dec 2011 - Apr 2012

Head Of Investment

Target Financial Management

Bath

Target Financial Management (TFM) work with owner-managed businesses and private individuals. TFM’s strategic approach to financial planning means we always take a step back to consider what the client is trying to achieve. Combining wealth management with innovative tax planning is another way in which we can help client’s reach their end goals by.

Feb 2011 - Jan 2012

Director - Head Of Financial Planning

Duncan Lawrie

London

Duncan Lawrie are a private bank offering a refreshingly traditional level of service to individuals, companies, charities and trusts. Each of Duncan Lawrie’s clients has a dedicated, accessible relationship manager who is responsible for the integrated organisation of their finances by calling on our experts in private banking, investment management.

Dec 2005 - Apr 2010

Director - Head Of Corporate Sales

Origen Financial Services

As Head of Corporate Sales, I was responsible for co-ordinating and delivering a national sales proposition and new business acquisition. Alongside this, I also designed the team remuneration structure and methodology; developed a telemarketing capability to generate new opportunites; designed and implemented price models for employee benefit arrangements..

Sep 2000 - Dec 2005

Financial Planning Manager

Barclays Bank

Working within the Small Business and Corporate sections of Barclays Bank, I supplied financial advice to business owners and personal clients.

Jul 1988 - Apr 2000
Team & coworkers

Colleagues at RBC Brewin Dolphin

Other employees you can reach at brewin.co.uk. View company contacts for 1829 employees →

CR Caroline Rose-Chartered Fcsi Caroline Rose-Chartered Fcsi Colleague at Rbc Brewin DolphinManchester, England, United Kingdom, United Kingdom View → RG Robyn Guntrip Robyn Guntrip Colleague at Rbc Brewin DolphinShrewsbury, England, United Kingdom, United Kingdom View → MM Mark Millward Mark Millward Colleague at Rbc Brewin DolphinNewcastle Upon Tyne, England, United Kingdom, United Kingdom View → RH Robin Honhold Robin Honhold Colleague at Rbc Brewin DolphinEdinburgh, Scotland, United Kingdom, United Kingdom View → NS Nik Stanojevic Nik Stanojevic Colleague at Rbc Brewin DolphinLondon, England, United Kingdom, United Kingdom View → FD Ferenc Dori Ferenc Dori Colleague at Rbc Brewin DolphinUnited Kingdom, United Kingdom View → JS James Shattock James Shattock Colleague at Rbc Brewin DolphinBristol, England, United Kingdom, United Kingdom View → KC Kirsty Coll Kirsty Coll Colleague at Rbc Brewin DolphinEdinburgh, Scotland, United Kingdom, United Kingdom View → FG Fraser Gardiner Fraser Gardiner Colleague at Rbc Brewin DolphinEdinburgh, Scotland, United Kingdom, United Kingdom View → RN Robyn Nichol Robyn Nichol Colleague at Rbc Brewin DolphinNewcastle Upon Tyne, England, United Kingdom, United Kingdom View →
5 education records

Stephen Carpenter education

Solla Accredited Care Fees Specialist, Solla Accredited Care Fees Specialist

Solla

Fellow, Financial Planning

Chartered Insurance Institute

Chemical Engineering

Exeter University

Chemical Engineering

Maths, Physics, Chemistry

Prices College

Activities and Societies: Rugby

General Education

St Mary'S College, Southampton

Activities and Societies: Athletics

FAQ

Frequently asked questions about Stephen Carpenter

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

What company does Stephen Carpenter work for?

Stephen Carpenter works for RBC Brewin Dolphin.

What is Stephen Carpenter's role at RBC Brewin Dolphin?

Stephen Carpenter is listed as Chartered Financial Planner at RBC Brewin Dolphin at RBC Brewin Dolphin.

What is Stephen Carpenter's email address?

AeroLeads has found 1 work email signal at @googlemail.com for Stephen Carpenter at RBC Brewin Dolphin.

Where is Stephen Carpenter based?

Stephen Carpenter is based in Marlborough, England, United Kingdom while working with RBC Brewin Dolphin.

What companies has Stephen Carpenter worked for?

Stephen Carpenter has worked for Rbc Brewin Dolphin, Brewin Dolphin, Beckford James Chartered Financial Planners, Rsm Tenon, and Million Plus Financial Management.

Who are Stephen Carpenter's colleagues at RBC Brewin Dolphin?

Stephen Carpenter's colleagues at RBC Brewin Dolphin include Caroline Rose-Chartered Fcsi, Robyn Guntrip, Mark Millward, Robin Honhold, and Nik Stanojevic.

How can I contact Stephen Carpenter?

You can use AeroLeads to view verified contact signals for Stephen Carpenter at RBC Brewin Dolphin, including work email, phone, and LinkedIn data when available.

What schools did Stephen Carpenter attend?

Stephen Carpenter holds Solla Accredited Care Fees Specialist, Solla Accredited Care Fees Specialist from Solla.

What skills is Stephen Carpenter known for?

Stephen Carpenter is listed with skills including Wealth Management, Financial Planning, Pensions, Strategic Financial Planning, Financial Advisory, Inheritance Tax Planning, Investments, and Investment Advisory.

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