Welcome to Stephenson Financial Planning Ltd

At Stephenson Financial Planning Ltd, we provide a holistic personal wealth management service to a wide range of individuals and businesses. We are particular specialists in the Medical and Dental market, with expertise in the NHS pension scheme, and tax affairs of Dental and Medical professionals.


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The 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) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.

Stephenson Financial Planning Ltd is registered in England and Wales, Number 11073904. Registered Office: Dalton House, 9 Dalton Square, Lancaster, LA1 1WD.