Stephen Keith is a Wealth Management Partner specializing in pension and investment planning. They began their career as an Adviser at MAC Financial Services from 2004 to 2007, later working as a Partner at St. James's Place Wealth Management from 2008 to 2014, where they assisted wealthy individuals and SMEs with investment strategies and tax minimization. From 2014 to 2024, Stephen served as a Director at Heath Financial Planning Ltd, further honing their expertise in financial planning. Currently, they are a Wealth Management Partner at True Potential LLP and pursue a degree in Business and Finance at the University of West London.
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