Stephen Field
Managing Director, Rathbones Financial Planning @Rathbones
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WORK HISTORY
Managing Director, Rathbones Financial Planning @Rathbones
GB
I am delighted to be leading the financial planning business for the combined group of Rathbones and Investec Wealth & Investment
EDUCATION
Chartered Status
Financial Planning
The Manchester Metropolitan University
Masters Degree , Financial Planning and Business Management
SKILLS
ABOUT STEPHEN FIELD
Fellow of the Personal Finance Society, Chartered Financial Planner, Certified Financial Planner, Chartered Wealth Manager and Chartered Member of the Chartered Institute of Securities & Investment. Finalist in the 2010 Chartered Financial Planner of the Year Awards. Affiliate Member of STEP. MSc Financial Planning & Business Management. Specialist Financial Planner and Wealth Manager for high net worth individuals providing holistic planning advice across retirement planning and pensions, inheritance tax and estate transfer planning, cashflow modelling and tax efficient investment strategies.
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