My core beliefs are to provide holistic, quality reflection and advice, combined with excellent personal service. I am passionate about client service and the development of long term relationships based on mutual trust, discretion and respect.
Stephen has enjoyed a successful career within the financial services sector since 1988. In 2005, he accepted an invitation to join St. James's Place Wealth Management, giving him access to the distinctive investment management approach and superior client care that St. James's Place has to offer.
As Director of Stephen McClelland Financial Management Ltd a Partner Practice of St. James's Place Wealth Management, Stephen offers a comprehensive Wealth Management service to both individuals and businesses. He helps identify the products and services that can assist clients, their families and their businesses to achieve their financial objectives. The service offered is thoroughly professional, strictly confidential and covers crucial aspects of financial planning. Most notably, clients’ arrangements are continually reviewed to take account of their changing circumstances.
Stephen is supported with PA's, Glenn, Ciara and Lisa.
Stephen has three children, Luke, Josh and Sophie. A Law graduate, he worked in the Middle East for a year before returning to Belfast to pursue a career in financial services.
The best way that we can help you reach your goals is not only to provide you with appropriate financial advice and guidance now, but also to ensure that they remain effective in the future, no matter how your circumstances change.
We focus upon maintaining open, long-term relationships with all clients. The level of satisfaction may be judged by the fact that most new clients come to us as a result of personal recommendation by existing clients.
In addition to the experience and leading expertise provided by members of the St. James's Place Partnership, products and services from other providers have been carefully selected to complement and enhance the range of St. James's Place products on offer. We believe the providers represent the “best” in their respective categories and are capable of delivering the high standards you would expect.
We believe passionately in holistic, long-term, consistent advice and in building strong relationships with all clients through a transparent and thorough approach.
We offer an excellent wealth management service which will help you achieve your goals
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We're not about selling products. We pride ourselves on building trusted, long-term relationships with clients - only by doing so can we truly understand our clients' immediate needs and future aspirations, and offer the quality, bespoke advice that they deserve.
St. James's Place guarantees the suitability of the advice given by members of the St. James's Place Partnership when recommending any of the wealth management products and services available from companies in the group, more details of which are set out on the Group's website.
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.