Financial Planner
CurrentWe’re Financial Life Planners, helping people at every life stage to clarify their goals and get organised, so that they have more freedom to dream big
Jul 2023 - Present
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Stephen Page Cfp, Chartered Wealth Manager Email & Phone Number
School leadership
at
Serenity Financial Planning Ltd
LinkedIn matched
✓ Verified August 2026
3 data sources
Profile completeness 86%
Current company
Role
School leadership
Location
Eye, England, United Kingdom
Company size
Who is Stephen Page Cfp, Chartered Wealth Manager? Overview
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Quick answer
Stephen Page Cfp, Chartered Wealth Manager is listed as School leadership at Serenity Financial Planning Ltd, a with 13 employees, based in Eye, England, United Kingdom. AeroLeads shows a matched LinkedIn profile for Stephen Page Cfp, Chartered Wealth Manager.
Stephen Page Cfp, Chartered Wealth Manager previously worked as Financial Planner at Serenity Financial Planning Ltd and Chair of Governors at Thorndon Primary School. Stephen Page Cfp, Chartered Wealth Manager holds 2.1, Sociology & Geography from University Of Southampton.
Company email context
Email format at Serenity Financial Planning Ltd
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Serenity Financial Planning Ltd
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Profile bio
About Stephen Page Cfp, Chartered Wealth Manager
Chartered Wealth Manager (CISI)Certified Financial Planner CFPSpecialties: > Lifestyle financial planning;> Realising clients goals and objectives with their financial aspirations; > Telling the truth about money;> Cash flow modelling, working out how much is enough;> Strategic financial planning - working out the best strategy for building wealth, retaining it and then spending it;> Investments;> Pensions;> Protection;> Helping family business with their succession planning and direction.100+ Endorsements for financial planning and related advice,
Current workplace
Stephen Page Cfp, Chartered Wealth Manager's current company
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Serenity Financial Planning Ltd
4 roles
Stephen Page Cfp, Chartered Wealth Manager work experience
A career timeline built from the work history available for this profile.
Chair Of Governors
Current
Thorndon Primary School
After being a Parent Governor for 3 years, the previous COG resigned as the school headed in to some challenging times. We have navigated a restructure and joined the All Saints School Trust academy, securing the future of the School. We have recently celebrated our 150th Anniversary.
Aug 2021 - Present
Owner
Page Russell
Planning the life our clients want to live, in an affordable, sustainable and pro-active way, with collaboration with other professionals. Reassuring our clients that they can live the life they want.
Feb 1997 - Jul 2023
Project Manager
Ect Recycling
Sep 1995 - Feb 1997
Team & coworkers
Colleagues at Serenity Financial Planning Ltd
Other employees you can reach at serenityfp.com. View company contacts for 13 employees →
BE
Bethany Evans
Colleague at Serenity Financial Planning LtdLincolnshire, England, United Kingdom
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JR
Jordan Reid Cfp™ Apfs
Colleague at Serenity Financial Planning LtdWest Midlands, England, United Kingdom
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ST
Sue Thompson
Colleague at Serenity Financial Planning LtdGreater Lincoln Area, United Kingdom
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CT
Clive Thompson
Colleague at Serenity Financial Planning LtdGreater Lincoln Area, United Kingdom
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JS
Jade Sylvester
Colleague at Serenity Financial Planning LtdTuxford, England, United Kingdom
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Bethany Evans
Colleague at Serenity Financial Planning LtdLincolnshire, England, United Kingdom
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JR
Jordan Reid Cfp™ Apfs
Colleague at Serenity Financial Planning LtdWest Midlands, England, United Kingdom
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ST
Sue Thompson
Colleague at Serenity Financial Planning LtdGreater Lincoln Area, United Kingdom
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CT
Clive Thompson
Colleague at Serenity Financial Planning LtdGreater Lincoln Area, United Kingdom
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JS
Jade Sylvester
Colleague at Serenity Financial Planning LtdTuxford, England, United Kingdom
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2 education records
Stephen Page Cfp, Chartered Wealth Manager education
2.1, Sociology & Geography
A-Levels, Geography, English Literature, Maths
Thetford Grammar School
FAQ
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Quick answers generated from the profile data available on this page.
What company does Stephen Page Cfp, Chartered Wealth Manager work for?
Stephen Page Cfp, Chartered Wealth Manager works for Serenity Financial Planning Ltd.
What is Stephen Page Cfp, Chartered Wealth Manager's role at Serenity Financial Planning Ltd?
Stephen Page Cfp, Chartered Wealth Manager is listed as School leadership at Serenity Financial Planning Ltd.
Where is Stephen Page Cfp, Chartered Wealth Manager based?
Stephen Page Cfp, Chartered Wealth Manager is based in Eye, England, United Kingdom while working with Serenity Financial Planning Ltd.
What companies has Stephen Page Cfp, Chartered Wealth Manager worked for?
Stephen Page Cfp, Chartered Wealth Manager has worked for Serenity Financial Planning Ltd, Thorndon Primary School, Page Russell, and Ect Recycling.
Who are Stephen Page Cfp, Chartered Wealth Manager's colleagues at Serenity Financial Planning Ltd?
Stephen Page Cfp, Chartered Wealth Manager's colleagues at Serenity Financial Planning Ltd include Bethany Evans, Jordan Reid Cfp™ Apfs, Sue Thompson, Clive Thompson, and Jade Sylvester.
How can I contact Stephen Page Cfp, Chartered Wealth Manager?
You can use AeroLeads to view verified contact signals for Stephen Page Cfp, Chartered Wealth Manager at Serenity Financial Planning Ltd, including work email, phone, and LinkedIn data when available.
What schools did Stephen Page Cfp, Chartered Wealth Manager attend?
Stephen Page Cfp, Chartered Wealth Manager holds 2.1, Sociology & Geography from University Of Southampton.
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