Stephen Dawson

MSc MBA DipFA DipPFS, Chartered Financial Planner

As an Appointed Representative of St. James's Place, my service covers the provision of advice on Investment Planning, Specialist Insurance and Retirement Planning for individuals and businesses.

I am double Diploma Qualified and chartered. I have spent over three decades in the Financial Services industry.

I offer meetings to current and former members of the armed forces under the PFS Forces Moneyplan scheme. I am also accredited to visit schools and businesses to provide students and employees with information and guidance on money matters. I have personal experience and experience in supporting others of what an imperfect relationship with money can lead to, so am passionate about financial well being at home, at work and in life generally.

I run two networking groups whose profits go to good causes, and attend local networking groups which support local businesses and not-for-profit organisations. I give time and other support to numerous local charities, in particular volunteering for Samaritans (suicide prevention) and Cruse (bereavement counselling).

I have a passion for the outdoors. I spend much of my spare time cycling, swimming, kayaking, running and walking out in the parks of Sheffield, on the edges and moors of the Peak District, in the Yorkshire Dales and on the coast and moors of North Yorkshire.

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.

Gritstone Financial Planning Limited is registered in England and Wales, Number 11082160. Registered Office: 2 President Buildings, Savile Street East, Sheffield, S4 7UQ.