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Stephen Parish

Stephen Parish

Financial Adviser

CFP® B.Maths AdvDip.FS(FP)

Steve is an experienced financial adviser with over 20 years’ experience in financial services. Steve holds an Advanced Diploma of Financial Services (Financial Planning) and is a Certified Financial Planner (CFP). He also holds a Bachelor of Mathematics degree.

Steve started out as a Mathematics teacher and feels that financial planning is like teaching maths in the real world. His expertise is right across all areas of financial advice by helping clients to achieve their lifestyles and making sure they reach their financial goals.

For relaxation, I’m a bit different to the everyday person as I enjoy researching mathematics! My wife and I also love travelling and we always seem to be planning the next big trip.