Stephen Field
About Stephen Field
Stephen Field serves as the Regional Director of Wealth Advisory at Investec Wealth & Investment UK, a position he has held since 2021. With extensive experience in financial planning and a strong educational background, he has contributed to the field since 2005 and has been recognized as a finalist in the Chartered Financial Planner of the Year Awards in 2010.
Current Role at Investec
Stephen Field has served as the Financial Planning Director at Investec since 2011, accumulating over 13 years of experience in this role. He is based in Manchester, United Kingdom. In addition to his directorial position, he has held the title of Senior Financial Planning Director since 2018 and has been the Regional Director for Wealth Advisory since 2021. His extensive tenure at Investec reflects his commitment to providing financial planning services.
Professional Background
Before joining Investec, Stephen Field worked as a Senior Consultant at Ashton Hoyle Limited from 2010 to 2011. He also held a position as a Senior Consultant at BDO LLP from 2007 to 2009. His career has been marked by a focus on financial planning and advisory services, contributing to his expertise in the field.
Education and Qualifications
Stephen Field studied at Altrincham Grammar School from 1977 to 1985. He later attended The Manchester Metropolitan University, where he earned a Master's Degree in Financial Planning and Business Management from 2017 to 2018. He has achieved Chartered Status and has been a Chartered Member of the Chartered Institute of Securities & Investment. Additionally, he is an Affiliate Member of STEP (Society of Trust and Estate Practitioners) and a Fellow of the Personal Finance Society.
Awards and Recognition
Stephen Field was a finalist in the 2010 Chartered Financial Planner of the Year Awards. This recognition highlights his professional standing and contributions to the field of financial planning.