Stephen Straker Dipfa

Background

About Stephen Straker Dipfa

My clients tell me that I help them to understand their life goals and I help them formulate a plan that sets them on a path to achieving them. They tell me that they value my help in creating clarity from complexity, and that I help them make informed decisions in pursuit of a more secure financial future. Together we can achieve your aspirations which might include wealth creation, protection, retirement planning and passing on your wealth in the most tax efficient manner. I offer exceptional locally based financial planning with access to an elite investment proposition. Below are some testimonials from clients that I work with:''Stephen provided me with excellent pensions advice and successfully oversaw and facilitated my pension transfer to more appropriate funds, allowing me to bring forward my retirement date. Very knowledgeable and has a very calm, reassuring demeanour, combined with expert knowledge of his subject - a combination that I found very reassuring during the height of the pandemic and its impact on the financial markets. I have no doubt that those who retain his services will receive the highest quality of advice and would highly recommend Stephen for unbiased independent advice. Stephen took me through a change to a pension plan whereby I had additional control of my pension. Stephen takes time to always review in detail the markets and options and has provided regular detailed analysis and recommendations, taking me through the detail and explaining clearly my options without bias and with my best options explained'' To book an initial chat, please go to the website below for direct access to my diary: https://calendly.com/stephen_straker_continuum/discoverymeeting