Stef Cox
FPFS
From starting my financial services career in 2007, I have progressed throughout the industry in terms of both roles and qualifications, up to Chartered Financial Planner in 2020, and then achieving Fellowship of the CII in 2022.
Using my knowledge and experience my aim is to help evaluate and meet financial goals with my clients, not only to make them as financially secure as possible, but also to ensure they understand and feel confident in the journey to their goals.
I feel I can offer a unique angle with my experience and personality, and that I can relate to, and help support clients at any stage of their life.
In my spare time, I love to make sure I weight-train at least 5 days per week, take my dog out to exert some of his Jack Russell ‘crazy energy’, and am just getting back into horse riding.
Accreditations
Prestigious industry status recognises the value I place on my development and gives clients the confidence that they are supported by one of the UK’s leading wealth professionals.
Click on the accreditations for more information
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.
