Meet the Team

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Stephen has over 20 years’ experience in financial planning and is one of the highest qualified planners in the UK having attained both Chartered and Certified status. In addition Stephen has passed the Society of Trust and Estate Practitioners specialist examinations and is a Registered Trust and Estate Practitioner (TEP). Stephen was elected as a Fellow of the Chartered Insurance Institute (FCII) in 2010. Fellowship of the CII is universally regarded as the premier qualification for those working in the insurance industry.
Stephen has been advising private clients on post retirement issues including inheritance tax planning since 1999 and has received numerous national awards for his advice via the Financial Planner of the Year Awards which are run by one of the Financial Times’ specialist publications: Money Management. Whilst Stephen’s technical expertise is second to none, he believes that it is his approachability and skill at making complicated solutions easy to understand, which makes his advice so popular.

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Mark has worked in financial services since 1998 and has been advising clients on their mortgage requirements. Mark has passed advanced exams in mortgages which qualify him to discuss all aspects of mortgage planning including; house purchases, re-mortgages, buy to let, commercial mortgages and debt consolidation.

Mark is also qualified to provide advice for clients in later life, who wish to release value from their home via an equity release mortgage or home reversion plan. Mark uses the whole mortgage market place in providing advice and feels that this independence allows him to make sure that he not only provides the right advice, but he is also able to secure the best deals available.

Mark also acts as the company Compliance Officer.

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David is a director at 75point3 and is one of our founding partners, specialising in providing both private clients and businesses with comprehensive financial planning solutions. He also works closely with other professionals, such as accountants and solicitors, to meet their clients’ financial objectives.

David has been awarded the Chartered Insurance Institute’s Diploma in Financial Planning, and he believes the financial planning process should always be focused on helping clients identify what is important to them and what they are looking to achieve. This involves undertaking a detailed review of each client’s personal circumstances and finances, covering areas such as retirement planning, family protection, capital investment and inheritance tax planning advice.

David always aims to take a relaxed, personal approach to helping clients achieve their goals.