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David Stephenson


I am committed to ensuring that my industry knowledge remains relevant and current by placing strong emphasis on my personal development. This, along with the pride and dedication that I place on developing solid personal relationships with my clients, ensures that I am able to offer a rounded, professional and principled service.

Away from the office, I enjoy spending time with my family and friends, de-stressing at the gym as well as taking long walks in the Lake district with my beloved Toy Poodle called Molly.


I am the Director of Stephenson Financial Planning Ltd and have been involved in Financial Services since 1998, having worked for various large financial institutions and obtaining a vast amount of knowledge over these years. I have specialised for many years in the financial care of Medical and Dental Professionals. I have developed an acute knowledge of the various NHS Pension Schemes, and the tax affairs and concerns of medical practitioners.

I deliver a holistic planning approach to all of my clients over a short, medium and long-term basis, providing an invaluable service to them. Most of my new clients are personally recommended to me by long standing, valuable existing relationships, this gives me great satisfaction to know that my advice is valued and trusted.


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