Mark Stevens
Utilising over 25 years combined experience in the personal, corporate, offshore and employee benefits markets – and now specialising in Intergenerational Wealth Management - I strive to help clients achieve the financial future they aspire to.
About
Based in Skipton, North Yorkshire, I provide wealth management advice to clients across the UK. My ultimate goal in setting up the Practice is to offer personal and trusted advice to a select group of clients, devote an average of one day per week giving back to local charities/good causes and creating fantastic memories with family and friends. I have built a strong reputation by delivering sound advice, supported by a real commitment to long term relationships that are built upon mutual trust and respect, and make it a professional business Practice to work from personal introductions as far as possible.
Testimonials
The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.
