About us

Stephenson Financial Planning Ltd was established in 2017, when its Director accepted an invitation to join as a Partner Practice of St. James's Place Wealth Management.

David has over 20 years’ experience in financial services and has provided expert advice to private clients and businesses, dentists and dental practices, hospital doctors, GP’s and GP practices.

At Stephenson Financial Planning Ltd we provide holistic advice in a personal and professional manner. We are committed to building long term relationships to understand and help to deliver all of your financial goals. We work with both individuals and corporate clients and are particular specialists in the Medical and Dental market.

Our advice will be delivered at your convenience - either in your place of work or home.

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David is friendly and personable yet business-like, and undoubtedly well informed. He is patient, informed and explains things well. He tailors advice to changing circumstances and attitude to risk, instills confidence and has credibility due to his status as a St. James's Place partner. I would rec...
Ray |Retired Doctor

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.