Stephen Parker Email & Phone Number
Managing Partner, Financial Planning (Scotland) @ Evelyn Partners
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Stephen Parker Location
- Glasgow, GB
Stephen Parker Work
- Managing Partner, Financial Planning (Scotland) @ (January 2022 - Present)
- Director, Financial Planning @ (August 2014 - June 2022)
- Wealth Management Director @ (April 2013 - August 2014)
- Financial Planner @ (April 2008 - April 2013)
- Senior IFA @ Campbell Dallas (January 2007 - April 2008)
- Senior IFA @ Principal & Prosper Ltd (January 2004 - December 2006)
- Senior Financial Planning Manager @ Clydesdale Bank (July 1997 - January 2004)
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
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Chief People Officer
London, GB
Caroline Connell
Managing Partner
London, GB
David Smith
Managing Partner
Newcastle upon Tyne, 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
Adam Osper
Managing Partner, Financial Planning
United Kingdom
Bill Price
Managing Partner
Liverpool, GB
Lisa Henderson
Managing Partner
England, United Kingdom
Richard Mikdadi
Managing Partner
Bristol, England, GB
Martin Horton
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Whitegate, England, GB
Niraj Vyas
Managing Partner - Midlands and South Wales
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