Managing Director - Clear Solutions Wealth & Tax Management Ltd
Stephen is the Managing Director of Clear Solutions Wealth & Tax Management Ltd. He was one of the first consultants to become a Fellow of the Personal Finance Society; and along the way obtained that status of both Chartered Financial Planner and Certified Financial Planner. In addition he was joint first to receive the ISO22222 standard for financial planners, and led Clear Solutions to become the first advisory firm to be awarded the BS8577 Professional Practice Award from the Chartered Insurance Institute. For a number of years he was an assessor for that same institute. He has appeared regularly on BBC radio and on national television. He has over 25 years experience as an adviser. Outside of work he is a Past President of the Professional Institutes Network West Midlands – the largest affiliation of professional bodies in the UK.