Meet our advisers

Stephen Cross

Stephen Cross (1)

Stephen Cross DipPFS

Independent Financial Adviser

About me

Providing for my clients’ needs and objectives in order to achieve their goals has been pivotal in my role as an experienced financial adviser for over twenty-five years.

Taking an holistic approach to financial planning provides the ability for my clients to discover and explore opportunities and solutions they may otherwise not be aware. As a consequence, this sets the scene for an ongoing fruitful relationship where appropriate advice is available as life and family circumstances evolve over the years.

Happy to discuss the provision of guidance and advice as appropriate.

Location

Midlands