Stephen Wallace
Associate Partner @St. James's Place
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WORK HISTORY
Associate Partner @St. James's Place
Belfast, GB
I am the Director of Wallace McAlister, which is a \'Partner Practice\' of St. James\'s Place.Wallace McAlister 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). The title \'Partner Practice\' is a marketing term used to describe St. James\'s Place representatives. Wallace McAlister is a trading name of Wallace McAlister Financial Management Ltd.SJP Approved 15/7/2025
EDUCATION
University of Nottingham
MSc, Management
University of Nottingham
Bachelor of Arts - BA, Philosophy
Chartered Insurance Institute
CII Level 4 Diploma in Regulated Financial Planning
ABOUT STEPHEN WALLACE
Many high earners in the UK are paying more tax than necessary, and their investments often fall short of their potential.I work closely with individuals and business owners who want to take greater control of their finances, helping them make informed decisions that deliver meaningful, long-term results.Typically, I support my clients to:• Avoid unnecessary tax through effective, personalised planning• Build and sustain wealth with tailored, goal-driven investment strategies• Create clarity around pensions and retirement planningAt the heart of my approach is a commitment to holistic financial planning. I help clients maximise their current position while securing their future, ensuring every aspect of their financial world is aligned and optimised.To provide the highest level of service and technical expertise, I’ve chosen to align my Practice with St. James’s Place. Backed by a team of over 100 in-house specialists, we offer comprehensive wealth management support including: investment planning, tax mitigation, pension strategies, estate planning and protection.If this sounds relevant to you, feel free to reach out. I’m always happy to have an informal chat to explore how I can help.Wallace McAlister 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). The title \'Partner Practice\' is a marketing term used to describe St. James\'s Place representatives. Wallace McAlister is a trading name of Wallace McAlister Financial Management Ltd.
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