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Stephen Rowntree - Financial Planner

Qualifications:

BA (Honours) Business Studies, Diploma in Financial Planning.

Specialism:

Stephen listens to clients and helps them to identify what is important to them and then builds a robust financial plan that allows their objectives to be achieved. He has a particular interest in working with business owners, helping them to extract profits tax efficiently, protect what they have worked hard to build up and plan for their future retirement.

Why my job's important:

“As personal finance becomes increasingly complex it’s important that people make sound financial planning decisions based on an overall strategy to meet their personal and financial objectives. This is where we, as truly independent financial planners, can make a difference and add value.”

Career history:

Stephen joined the company that is today Carbon Financial Partners in 2006, after graduating with a BA Business Studies degree.

Top financial planning tip:

“To implement a robust financial plan think seriously about your life goals: you can’t strategise effectively and prioritise your financial objectives if you don’t know what’s important to you.”

Favourite book:

"The Five People You Meet in Heaven" by Mitch Albom

Did you know?

Stephen is a keen runner and enjoys competing in 10km, half marathon and mountain marathon events.