Stephen Field Email
Managing Director, Rathbones Financial Planning @ Rathbones Group Plc
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Stephen Field Location
- Manchester, England, GB
Stephen Field Work
- 2024 -now Managing Director, Rathbones Financial Planning @
- 2023 -2024 Co-Head of Private Client Advice @
- 2021 -2023 Divisional Director - Wealth Advisory @
- 2018 -2021 Senior Financial Planning Director @
- 2011 -2018 Financial Planning Director @
- 2010 -2011 Senior Consultant @ Ashton Hoyle Limited
- 2007 -2009 Senior Consultant @
- 1996 -2007 Senior Consultant @ Origen Financial Services Ltd
Stephen Field Education
- The Manchester Metropolitan University
Masters Degree (Financial Planning and Business Management)
2017-2018 - Altrincham Grammar School 1977-1985
- Chartered Status
(Specialist pensions, tax mitigation, estate planning, inheritance tax mitigation, investment management)
2005
Stephen Field Skills
- Inheritance Tax Planning
- Pensions
- Investments
- Retirement
- Wealth
- Wealth Management
- Retirement Planning
- Investment Strategies
- Financial Planning
- Tax
- Portfolio Management
- Personal Finance
- Financial Advisory
- Financial Planners
- Financial Services
- Strategic Financial Planning
- Corporate Finance
- Finance
- Investment Management
Stephen Field Summary
- Stephen Field, based in Manchester, England, GB, is currently a Managing Director, Rathbones Financial Planning at Rathbones Group Plc. Stephen Field brings experience from previous roles at Investec Wealth & Investment UK. Stephen Field holds a 2017 - 2018 Masters Degree in Financial Planning and Business Management @ The Manchester Metropolitan University. With a robust skill set that includes Inheritance Tax Planning, Pensions, Investments, Retirement, Wealth and more. Stephen Field has 2 emails on RocketReach.
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Managing Director, Rathbones Financial Planning
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