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Stephen Jones has over twenty 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 make his advice so popular.
75point3 Ltd, 14 Penrhyn Road, Colwyn Bay, Conwy, LL29 8LG, is authorised and regulated by the Financial Conduct Authority Firm No 418618.