Stephen Taylor APFS

Chartered Paraplanner and Occupational Pension Specialist

Stephen is a Chartered Paraplanner and an Occupational Pension Specialist. He has worked in Financial Services since 2007 and joined Attivo Financial Planning in 2017. Stephen is an Associate of the Personal Finance Society (PFS), part of the Chartered Insurance Institute (CII).

Stephen holds both the Diploma and the Advanced Diploma in Financial Planning.

To achieve Chartered status, Paraplanners must hold Advanced Papers from the CII. Stephen holds the following Advanced Financial Planning Papers:

  • Pension planning
  • Investment planning
  • Personal tax and trust planning
  • Financial planning process.