Likes

  • Reading
  • Golf
  • Yoga

Dislikes

  • Raw onion
  • Selfish people
  • Bad drivers

Stephen James

Financial Planner

At work

Stephen is our Financial Planner: he has the expertise and understanding to help our clients make smart financial decisions so that they can focus on enjoying their lives.

Stephen’s career as a financial professional began at Aon, where he worked as an Investment Consultant for four years. Following a period of travel and professional study, Stephen joined Providus in 2015.

Stephen specialises in working with high-earning professional families and people planning for retirement.

Qualifications

Diploma for Financial Advisers

Certificate in Regulated Equity Release

Certificate in Mortgage Advice and Practice

At home

Stephen loves spending time with his family; he can often be found kicking or throwing a ball around the park with his two boys.

He enjoys the odd round of golf and likes to keep fit by playing five-a-side football and practising yoga. When at home, Stephen likes to relax with a good book and keep up with the weekend’s sporting action.

The important stuff

All regulated financial advisers must be authorised by the Financial Conduct Authority (FCA) and therefore appear on their register. You can find Stephen’s entry here.

Furthermore, all advisers must have an up-to-date Statement of Professional Standing (SPS). This shows they are suitably qualified and have carried out the required amount of Continuous Professional Development (CPD). You should be wary of any advisers who refuse to provide copies of their SPS. You can click here to view Stephen’s.

  • James & Martha, Leyton
    Stephen was excellent. He demystified what was a pretty daunting prospect. He was available throughout the process and consistently exceeded our expectations.
    James & Martha, Leyton
    Clients since 2016
  • Charlotte & Ash, Tottenham
    Stephen worked hard to find a solution that fitted our challenging combination of circumstances. He really looked after us and was always happy to answer our questions. I'd recommend him immediately.
    Charlotte & Ash, Tottenham
    Clients since 2015
  • Tariq & Rachel, Brockley
    Stephen was extremely helpful and open about the process from start to finish. He explained it all clearly and answered any questions we had before proceeding. We’re very happy with the level of service Stephen provided us with and wouldn't hesitate to recommend him.
    Tariq & Rachel, Brockley
    Clients since 2015