Stephen Sale
Director & Independent Financial Adviser
Stephen has over 15 years financial services experience, joining Beechwood at the start of 2012 and became a Director in 2015.
Stephen is qualified to Advanced Diploma Level in Financial Planning as well as holding Chartered Financial Planner status and is a designated Pension Transfer Specialist. Stephen has particular expertise in Pension and Retirement Planning as well as providing his clients with advice on their investment portfolios. In addition, Stephen regularly works alongside local solicitors in a range of more specialist areas of planning, including advising clients going through a separation or divorce and trustee investments.
Stephen believes firmly in providing a personal, professional and unbiased approach to financial advice and in building long term trust based relationships with his clients; principles which have been core to Beechwood’s approach for over 40 years.
In 2016 Stephen was listed as a ‘rising star’ by New Model Adviser (sadly, he no longer qualifies as a ‘young’ adviser!).