Who is Stephen Sexton? Overview
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Quick answer
Stephen Sexton is listed as Retired based in England, United Kingdom. AeroLeads shows a matched LinkedIn profile for Stephen Sexton.
Stephen Sexton previously worked as Menbership Officer at The Personal Finance Society and Technical Manager at Grant Colson Financial Planning.
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Profile bio
About Stephen Sexton
Stephen Sexton is a Retired at None. He possess expertise in investments, wealth management, financial advisory, trusts, retirement planning and 1 more skills.
Listed skills include Investments, Wealth Management, Financial Advisory, Trusts, and 2 others.
Current workplace
Stephen Sexton's current company
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8 roles
Stephen Sexton work experience
A career timeline built from the work history available for this profile.
Menbership Officer
Commitee member and Officer for the Personal Finance Society, a professional forum for Financial Advisors.
Technical Manager
Grant Colson Financial Planning
I specialise in helping Financial Advisors achieve the best outcomes for their clients.I am a Technical Manager to two Financial Planners.My role includes product analysis, client risk profiling, providing technical support to the practice advisers, producing client reports and acting as a point of contact for clients.I am experienced in all aspects of Inheritance , Tax and Trusts, Investment and Pension planning, including Draw Down.
Paraplanning Consultant
Thomas & Mcmurray Ltd
Thomas & McMurray Ltd. provides a full paraplanning service to Partners of St. James’s Place Wealth Management. My speciality is paraplanning more complex investments involving the use of trusts. I build long term relationships with Partners of St. James's Place and internal departments within St. James’s Place.
Mar 2008 - Mar 2015
Tax & Trust Advisor
St. James'S Place Wealth Management
I provide technical advice in respect of taxation and trusts to partners of St. James's Place, their paraplanners and administrative staff.
Aug 2013 - Apr 2014
Paraplanning Manager
Paul A. Webster Wealth Management Ltd.
Paraplanning Manager at Paul A Webster Wealth Management Ltd, Principal Partner Practice at St. James's Place Wealth Management.
Aug 2011 - Oct 2011
Business Assurance Officer
St. James'S Place Wealth Management
Reporting to the Head of Business Assurance, I worked within the compliance department of St. James’s Place, responsible for ensuring all business process was compliant and to standard.
Apr 2005 - Mar 2008
Personal Financial Planner
Portman Building Society
The role entailed providing a fully holistic financial planning service to clients of the Portman Building Society.
Jul 1990 - Mar 2005
FAQ
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What is Stephen Sexton's role at their current company?
Stephen Sexton is listed as Retired.
Where is Stephen Sexton based?
Stephen Sexton is based in England, United Kingdom.
What companies has Stephen Sexton worked for?
Stephen Sexton has worked for The Personal Finance Society, Grant Colson Financial Planning, Thomas & Mcmurray Ltd, St. James'S Place Wealth Management, and Paul A. Webster Wealth Management Ltd..
How can I contact Stephen Sexton?
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What skills is Stephen Sexton known for?
Stephen Sexton is listed with skills including Investments, Wealth Management, Financial Advisory, Trusts, Retirement Planning, and Paraplanning.
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