Stephen (Steve) Dawson Msc Mba Dipfa Dippfs Email & Phone Number

I provide trusted and professional advice. I do this by:- Fully understanding your situation (personal and business)- Agree with you your future goals- Research solutions and options to address those goalsAbout me: - I have two Financial Advice Diplomas- I have a 25 year career at HSBC and a 5 year career at Lloyds Banking Group- I set up my own practice in 2016, as a Partner Practice of St. James's Place Wealth ManagementI am keen to develop relationships with accountants and solicitors who are prepared to collaborate on client situations, placing the client at the heart of the service we offer.If you would like to arrange a conversation around your situation please contact my assistant Caitlan on 0114 3702 439. Alternatively, please email either of us at stephen.dawson@sjpp.co.uk or caitlan.barrett-ward@sjpp.co.uk. All information shared is treated with the strictest confidentiality and utmost respect. The Partner/Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority).The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representativesSJP approved 29/09/2023

Listed skills include Stakeholder Management, Project Delivery, It Service Management, Business Process, and 30 others.

• 

  Gritstone Financial Planning Limited

  St. James’S Place Wealth Management

  Sheffield, Gb