Mr Stuart Jefferies
TEP

Membership category: Full Member i

'TEP' status denotes full membership of STEP and is the top level of STEP membership. TEPs are fully qualified practitioners with proven qualifications and experience. They can use the letters 'TEP' after their name. TEPs must adhere to STEP's Code of Professional Conduct.

Cobble Cottage, Church Lane,
Defford
Worcestershire
WR8 9BJ
United Kingdom

Email: sj@singularfp.co.uk
Telephone: +44 (0)1386 751210
Website: www.singularfp.co.uk
Practice Areas: Estate planning/administration, Insurance, Investment, Tax
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Profession:
Financial Planner
Firm:
Singular Financial Planning Ltd
Branch/Chapter:
STEP Birmingham
Biography:

Chartered Financial Planner, Certified Financial Planning Practitioner, Fellow PFS, Ch. Fellow CSI, TEP, SOLLA Accredited with a First degree in Economics and Accounting and a Masters degree in Financial Planning and Business management.  Over 20 years expeience in Financial Services as an independant adviser.  Now deal with a limited number of relatively high net worth individual (family) clients and charities where I advise on theirr financial planning needs and investment strategy.

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