Peter Stephenson Wealth Management was established in 2016, when I accepted an invitation to join St. James's Place. I have built up over 28 years experience within financial services, giving financial advice to people in the Northeast and North Yorkshire. The last 18 years dealing predominantly with Teachers.

I have enjoyed my time in the financial services industry and have been employed as a Financial Adviser since 1993.

In January 2016, I accepted an invitation to join St. James's Place and established Peter Stephenson Wealth Management. Advice is available on a broad range of financial topics including savings & investment planning, pension & retirement planning, protection (including life insurance, critical illness and income protection), residential mortgages, legacy and inheritance tax planning.

My services include:

• Individual meetings for financial advice in the comfort of your own home, or at work if preferred.

• School and local seminars on a range of financial topics, including the Teacher’s Pension Scheme, Local Government Pension Scheme and Retirement planning.

• As part of giving back to the community I have taken on the role of EDUCATION CHAMPION through the Personal Finance Society (PFS) & The Chartered Insurance Institute (CII) This involves visiting schools as part of careers advice for year 11’s.

I am married with 3 daughters who are all mad about dance, Harry Potter and music. We also enjoy taking our dog Chester on walks which often ends up with a wet dog as he can’t keep out of the water.

Your home may be repossessed if you do not keep up repayments on your mortgage.