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Mark Stevens

Mark Stevens

Senior Financial Planning Consultant

Followers of Mark Stevens451 followers
location of Mark StevensSkipton, England, United Kingdom

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  • Timeline

  • About me

    Director of Stevens Wealth Management Ltd. Partner Practice of St. James's Place Wealth Management

  • Education

    • William Parker

      1980 - 1982
      A levels

      Activities and Societies: 1st XI Football Captain. Saxon House Captain. School Vice-captain

    • Hastings Grammar School

      1975 - 1982

  • Experience

    • Lloyds TSB Insurance services Ltd

      Aug 1995 - Jun 2000
      Senior Financial Planning Consultant

    • Lloyds TSB Offshore

      Jul 2000 - Mar 2002
      Sales Manager

    • Alexander Forbes

      Jun 2003 - Mar 2010
      Regional Director

    • Alexander Forbes Consultants & Actuaries Limited

      Mar 2010 - Dec 2012
      Senior Consultant

    • Close Brothers Asset Management

      Jan 2013 - Jun 2015
      Corporate Sales Consultant

      Employee Benefit Consulting for Employers and Trustees

    • Stevens Wealth Management Ltd.

      Oct 2015 - now
      Director of Stevens Wealth Management Ltd

  • Licenses & Certifications

    • DipPFS

      Chartered Insurance Institute