Stephen Hughes Email
Director of Financial Planning @ Oculus Wealth Management Ltd
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Stephen Hughes Location
- Edinburgh, Scotland, GB
Stephen Hughes Work
- 2026 -now Director of Financial Planning @
- 2022 -2026 Chartered Financial Planner @
- 2018 -2022 Lead Personal Weath Adviser @
- 2018 -2022 Lead Personal Weath Adviser @
- 2014 -2018 Private Banking Advice Manager @
- 2014 -2018 Private Banking Advice Manager @
- 2012 -2014 Wealth Management Adviser @
- 2012 -2014 Wealth Management Adviser @
- 2006 -2012 Financial Adviser @ Bank of Scotland
- 2006 -2012 Financial Adviser @ Bank of Scotland
Stephen Hughes Education
- Musselburgh 1992-1997
Stephen Hughes Skills
- Advisory Sales
- Self Management
- Target Oriented
- Diligent
- Finance
- Financial Advisory
- Financial Services
- Investments
- Pensions
- Personal Finance
- Portfolio Management
- Relationship Management
- Retirement Planning
- Income Protection
- Wealth Management
- Investment Advisory
- Banking
- Inheritance Tax Planning
- Financial Reporting
- Strategic Planning
- Project Management
- Accounting
- Employee Benefits
- Benefits Administration
- Life Insurance
- Employee Benefits Design
- Customer Service
- Sales
- Defined Benefit
- Critical Illness
- Team Leadership
- MS Excel Pivot Tables
- Microsoft Excel
- Group Income Protection
- Group Risk
- Group Critical Illness
- Group Life Assurance
- Defined Contribution
- Microsoft Office
- Microsoft Word
- Microsoft PowerPoint
- Benefits Negotiation
- B2b
- Corporate Benefits
- Voluntary Employee Benefits
- Retirement Benefits
- Insurance
- Retail Banking
- Travel Insurance
- Personal Accident
- Dental Insurance
- Private Medical Insurance
- Health Assessment
- Relationship Building
- Account Management
- Consulting
- Business Relationship Management
- Analytical Skills
Stephen Hughes Summary
- Stephen Hughes, based in Edinburgh, Scotland, GB, is currently a Director of Financial Planning at Oculus Wealth Management Ltd. Stephen Hughes brings experience from previous roles at Charles Stanley, Schroders Personal Wealth and Lloyds Banking Group. Stephen Hughes holds a 1992 - 1997 Musselburgh. With a robust skill set that includes Advisory Sales, Self Management, Target Oriented, Diligent, Finance and more. Stephen Hughes has 2 emails on RocketReach.
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Top Oculus Wealth Management Ltd Employees
Doug Pritchard
Director and Financial Adviser
United Kingdom
Amy Keast
Business Manager
Leeds, Leeds, United Kingdom
Alex Gordon
Financial Adviser | Director at Oculus Wealth Management
Bury St Edmunds, GB
Adam van Dok
Director (Cambridge)
Cambridge, Cambridgeshire, United Kingdom
Suzyo Ngoma
Management Accountant
Harrogate, GB
Sarah Murphy
Head of Financial Reporting
United Kingdom
Sebastian Culpan-Scott
Director and Chartered Wealth Manager
London, England, GB
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