Stephen Denning Email & Phone Number

I have over 25 years’ experience in financial services, most recently as a Senior Paraplanner and previously as a Financial and Wealth Planner. I am CII Diploma qualified with 260 credits including AF3, AF4, AF5, G10 and G20.I am a detailed and thorough report writer, technically proficient, highly compliant and have excellent communication and IT skills. I am also an experienced trainer and mentor and have helped many junior colleagues as they develop their talents within the profession.Having worked in both client facing and back office roles I understand the needs of both internal and external customers and am able to communicate effectively with stakeholders at all levels.

Listed skills include Wealth Management, Pensions, Portfolio Management, Financial Planning, and 14 others.