Stephen Mark Jones

Stephen Mark Jones, Chartered MCSI, is a seasoned professional in the financial services industry with extensive experience at Moneyfarm since July 2017, serving in various roles including Product Manager, Investment Consultant Team Leader, Pension Specialist, Senior Investment Consultant, and Investment Consultant. Prior to this, Stephen worked as a Trainee Wealth Manager at Nexus Financial Services LLC and as a Relationship Manager at International Financial Services. Academic qualifications include a Bachelor of Science (Hons) in Economics from the University of Liverpool and multiple certifications from The Chartered Institute for Securities & Investment, including the Chartered Wealth Manager Qualification and Level 6 qualifications in Pension Transfers & Planning Advice and Private Client Investment Advice and Management.