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 @
2007 -
2009 Senior Consultant @
1996 -
2007 Senior Consultant @
Stephen Field Education
The Manchester Metropolitan University
Masters Degree (Financial Planning and Business Management)
2017
-
2018
Altrincham Grammar School 1977
-
1985
Chartered Status
(Financial Planning)
2005null
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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