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Stephen Philpot

Stephen Philpot

Managing Director

Followers of Stephen Philpot528 followers
location of Stephen PhilpotGreater London, England, United Kingdom

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  • Timeline

  • About me

    Managing Director financialadvisers4u.com, Founding Partner of Openwork LLP & Avid Adventurer

  • Education

    • Hackney Downs

      1966 - 1973

    • Middlesex University

      1983 - 1984
      MBA Marketing

      Master Of Business Administration

  • Experience

    • Financialadvisers4u

      Jun 1990 - now
      Managing Director

      Failing to plan as the saying goes means planning to fail. We take a holistic approach ensuring that each aspect of satisfying client's needs is integrated with others ensuring a comprehensive planning solution that works. Of course recognising that time does not stand still we also recommend client's planning is reviewed on a regular basis to ensure it remains relevant.

    • Openwork LLP

      Jan 2005 - now
      Founding Partner

      One of circa 220 founding partners

  • Licenses & Certifications

    • Certificate In Financial Planning

      Chartered Insurance Institute