Stephen has worked in Financial services for 17 years. Before becoming an Expat himself in 2004, Stephen worked for HSBC Bank and Lloyds of London as an Insurance Broker. Since leaving the UK 12 years ago, Stephen has been an Independent Financial Advisor specializing in cross-border pension planning and offshore investment management and tax mitigation.
Over his career, Stephen has worked in London, Hong Kong, Miami, New York, Dubai and The Bahamas giving him a wealth of experience in various regulatory and taxation regimes. He has also gained a full understanding of the complicated and fluid needs of professional expatriates Worldwide.
Stephen believes in a cautious and diversified approach to portfolio management and enjoys working with Clients to deliver solutions to meet each Clients individual needs.