Areas of expertise
Investment management; private clients; trusts; charities; pension-holders.
With over 30 years of service, Stephen is one of Cunningham Coates longest-serving investment managers. He has expertise across a broad spectrum of areas, including managing portfolios on both a discretionary and non-discretionary basis for individuals, trusts, charitable bodies and pension-holders.
Stephen’s approach is to combine a professional service with a personable manner, seeking to ensure the development of long-standing relationships with his clients. By combining this personal yet professional approach to his client relationships, Stephen has worked with several generations of the same family on their long-term financial goals.
Chartered Fellow of the Chartered Institute of Securities & Investment (CISI).