About Stephen Dawson

Stephen Dawson

MSc MBA DipFA DipPFS

I have a passion for the outdoors. I spend much of my spare time cycling, swimming, running, fishing and walking out in the parks of Sheffield and on the edges and moors of the Peak District.

About

Our Practice supports several good causes such as Samaritans, Mums in Need, Cardiac Risk in the Young and Hope Valley Climate Action. We run a weekly networking group whose profits go to good causes, and we attend local networking groups which support local businesses and not-for-profit organisations. I am a Samaritans Listening Volunteer, giving time every week to support callers to this incredibly important (and increasingly busy) service.

I am accredited to provide pro-bono guidance to current and former members of the armed forces under the PFS Forces Moneyplan scheme. I am also accredited to visit schools to provide students with information and guidance on money matters. 

I enjoy working with people to ensure that their finances are aligned to their purpose in life, this being the key to ensuring appropriate plans are developed and implemented. 

As an Appointed Representative of St. James's Place Wealth Management, my service covers the provision of advice on Investment Planning, Specialist Insurance and Retirement Planning for individuals and businesses.

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The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.

Stephen Dawson Financial Planning Limited is registered in England and Wales, Number 11082160. Registered Office: 51 Clarkegrove Road, Sheffield, S10 2NH.