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Stephen Dennison Email & Phone Number
Managing Director and Chartered Financial Planner
at
Surrey Wealth Ltd
1 work email found
@closebrothersam.com
LinkedIn matched
✓ Verified July 2026
3 data sources
Profile completeness 86%
Current company
Role
Managing Director and Chartered Financial Planner
Location
Leatherhead, England, United Kingdom
Who is Stephen Dennison? Overview
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Quick answer
Stephen Dennison is listed as Managing Director and Chartered Financial Planner at Surrey Wealth Ltd, based in Leatherhead, England, United Kingdom. AeroLeads shows a work email signal at closebrothersam.com and a matched LinkedIn profile for Stephen Dennison.
Stephen Dennison previously worked as Managing Director & Chartered Financial Planner at Surrey Wealth Ltd and Chartered Financial Planner at Integrity Wealth Planning Ltd..
Company email context
Email format at Surrey Wealth Ltd
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{first}.{last}@closebrothersam.com
86% confidence
AeroLeads found 1 current-domain work email signal for Stephen Dennison. Compare company email patterns before reaching out.
Profile bio
About Stephen Dennison
I specialise in retirement planning, wealth management and tax mitigation strategies for high net worth Individuals.As a Fellow of the Personal Finance Society and an Associate of the Institute of Financial Planning, I am dedicated to ethical practice standards through their Code's Ethics and High Education requirements.
Listed skills include Wealth Management, Retirement Planning, Inheritance Tax Planning, Pensions, and 14 others.
Current workplace
Stephen Dennison's current company
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Surrey Wealth Ltd
Website
AeroLeads page
6 roles · 23 years
Stephen Dennison work experience
A career timeline built from the work history available for this profile.
Managing Director & Chartered Financial Planner
Surrey Wealth has been established to assist individuals with their investments, pension and planning needs.
Chartered Financial Planner
Integrity Wealth Planning Ltd.
Integrity Wealth Planning was established to help individuals, families and businesses to achieve their financial goals.As a firm of truly independent financial advisers, we believe that this impartiality gives the best consistent outcomes for our clients every time.We value the relationship with our clients, with most becoming lifelong friends.If you would like a free initial meeting to explore how we could potentially help you, please visit www.integritywp.co.uk
Jan 2017 - Dec 2019
Chartered Financial Planner
Developing financial plans for private clients, trustees and corporates.Advising all aspects of personal tax, pension transfers, pension drawdown, SIPPs, SSAS’s, pension on divorce, investments portfolios, enterprise investment schemes (EIS) and venture capital trusts (VCT).Writing and presenting pension workshops for solicitors that are accredited by the Solicitors Regulated Authority (SRA) for continuous professional development (CPD).Preparing expert witness reports for solicitors and their clients on pension sharing on divorce.A FCA registered Pension Transfer Specialist advising on complex pension issues.An Inheritance Tax (IHT) specialist advising on discretionary and bare trusts, business property relief (BPR) investments, life cover and AIM portfolios.Assisting Deputies of the Court of Protection with lifetime cash-flow plans and financial advice. Giving specific consideration to Wells vrs Wells for investment strategies.Working closely with Private Client Solicitors and Trustees, developing investment and tax strategies for UK based trusts.Presenting to the Institute of Directors (IoD) on pensions, tax and investment strategies.
Sep 2012 - Oct 2016
Chartered Financial Planner
Synthesis Wealth Management Llp
Mar 2011 - Sep 2012
Wealth Manangement Adviser
2004 - 2011
~7 yrs
FAQ
Frequently asked questions about Stephen Dennison
Quick answers generated from the profile data available on this page.
What company does Stephen Dennison work for?
Stephen Dennison works for Surrey Wealth Ltd.
What is Stephen Dennison's role at Surrey Wealth Ltd?
Stephen Dennison is listed as Managing Director and Chartered Financial Planner at Surrey Wealth Ltd.
What is Stephen Dennison's email address?
AeroLeads has found 1 work email signal at @closebrothersam.com for Stephen Dennison at Surrey Wealth Ltd.
Where is Stephen Dennison based?
Stephen Dennison is based in Leatherhead, England, United Kingdom while working with Surrey Wealth Ltd.
What companies has Stephen Dennison worked for?
Stephen Dennison has worked for Surrey Wealth Ltd, Integrity Wealth Planning Ltd., Close Asset Management, Synthesis Wealth Management Llp, and Lloyds Private Banking.
How can I contact Stephen Dennison?
You can use AeroLeads to view verified contact signals for Stephen Dennison at Surrey Wealth Ltd, including work email, phone, and LinkedIn data when available.
What skills is Stephen Dennison known for?
Stephen Dennison is listed with skills including Wealth Management, Retirement Planning, Inheritance Tax Planning, Pensions, Financial Advisory, Wealth, Strategic Financial Planning, and Investment Advisory.
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