Stephen Fenton

Stephen Fenton

Chartered Wealth Manager

Stephen is a Chartered Wealth Manager whose career in financial services has spanned 3 continents over 41 years. He previously held a managerial role in Sydney with Prudential Securities Inc of New York, where he advised both institutions and families on worldwide investments.

Stephen’s areas of focus are Investments, Retirement Planning and Protection. The most enjoyable part of his job is helping clients to understand at what age they can look to retire, and how to structure their assets to achieve a sustainable retirement.

Stephen is a keen golfer and was previously a fully qualified pilot.

Client testimonials