Stephen Crisp
APFS
I began my financial services career in London, after growing up in the sleepy north Essex village of Great Bardfield.
I worked for independent firms and several large banks, qualifying to give investment and financial planning advice in 2001.
In 2011 I decided to establish my own practice, to ensure I could deal with fewer clients and in a more personal way.
I benefit from working and living locally, both in terms of forging close relationships with our clients but also with other local professionals.
I maintain a healthy interest in the technical aspects of my profession; this has led me to attain Chartered Financial Planner status, along with being a full member of the Society of Later Life Advisers (SOLLA).
Outside of work, I am lucky to have a full and busy family life, with two very active children to transport from one place to another.
I try to keep active, play golf (poorly most of the time) and am currently learning to speak Italian.
You might not know: When time allows, I like to bake (sweet things mostly). Any birthday cakes or similar, are my responsibility at family gatherings.
Testimonials
Accreditations
Prestigious industry status recognises the value I place on my development and gives clients the confidence that they are supported by one of the UK’s leading wealth professionals.
Click on the accreditations for more information
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.
