Stephen Parker Email & Phone Number
Managing Partner, Financial Planning (Scotland) @ Evelyn Partners
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Stephen Parker Location
- Glasgow, GB
Stephen Parker Work
- 2022 - now Managing Partner, Financial Planning (Scotland) @
- 2014 - 2022 Director, Financial Planning @
- 2013 - 2014 Wealth Management Director @
- 2008 - 2013 Financial Planner @
- 2007 - 2008 Senior IFA @ Campbell Dallas
- 2004 - 2006 Senior IFA @ Principal & Prosper Ltd
- 1997 - 2004 Senior Financial Planning Manager @
Stephen Parker Education
- Bannerman High
Stephen Parker Skills
- Chartered Financial Planner
- Business Development
- Management
- New Business Development
- Inheritance Tax Planning
- Wealth Management
- Investments
- Strategic Planning
- Financial Services
- Financial Planners
- Pensions
- Strategic Financial Planning
- Protection
- Corporate Finance
- Retirement Planning
- Business Planning
- Mergers & Acquisitions
- Wealth
- Funding
- Estate Planning
- Investment Management
- Private Banking
- Financial Advisory
- Wealth Accumulation
- High Net Worth Individuals
- Relationship Management
- Income Protection
- Investment Advisory
- Finance
- Wealth Management Services
- Tax
- Investment Strategies
- Retirement
- Asset Allocation
- Portfolio Management
- Asset Management
- Mutual Funds
- SIPP
- Alternative Investments
- Mortgage Lending
- Trusts
- Protection Planning/family Security
- Financial Planning
- Pension Funds
- Sales
- Microsoft Excel
- Customer Service
- Mergers and Acquisitions
Stephen Parker Summary
- Stephen Parker, based in Glasgow, GB, is currently a Managing Partner, Financial Planning (Scotland) at Evelyn Partners. Stephen Parker brings experience from previous roles at Tilney Bestinvest, Bestinvest and Campbell Dallas. Stephen Parker holds a Bannerman High. With a robust skill set that includes Chartered Financial Planner, Business Development, Management, New Business Development, Inheritance Tax Planning and more. Stephen Parker has 2 emails and 1 mobile phone numbers on RocketReach.
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Top Evelyn Partners Employees
Susan Miller-Jones
Chief People Officer
London, GB
Ann-Marie Fpfs
Managing Partner
Chipping, GB
Fergus Caheny
Managing Partner
London, GB
Jason Hollands
Managing Director, Head of Corporate Affairs
London, England, GB
Bahador Mahvelati
Chief Operating Officer
London, GB
Richard Mikdadi
Managing Partner
Bristol, England, GB
Niraj Vyas
Managing Partner - Midlands and South Wales
United Kingdom
Ben Pashley
Chief AI Officer
United Kingdom
Katarina Alderson
Chief Information Officer
London, GB
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