Bob Stephenson Director
Email: bob@sjfp.co.uk
"Over the years Bob has been a solid rock! He has provided excellent advice and has, during these recent turbulent times, protected my portfolio really well. He is very approachable and talks in language even I can understand! I would recommend his service to anyone."
Mrs H, Mkt Weighton
Phil Smith Independent Financial Adviser
Email: phil@sjfp.co.uk
“I have known Phil Smith for some seven years, during which time I have grown to trust his judgement with more and more of my capital. His friendly and efficient manner sits well with his professional acumen and his ability to explain complicated issues in plain English is of great value to me. Plus he and Stephenson Johnson Financial Planning have grown my portfolio handsomely.”
Mr and Mrs S, Swanland
Andrew Piper Independent Financial Adviser
Email: andrew@sjfp.co.uk
"Andrew is extremely approachable and professional. I often seem to have many questions for him and he is always able to answer them with clarity. Nothing is too much trouble. I have received excellent, straightforward advice and recommend Andrew wholeheartedly if you are looking for someone to guide you through the maze of financial information covering investments and pensions."
Mrs L, Swanland
Christian Derrick Independent Financial Adviser
Email: christian@sjfp.co.uk
“Christian is friendly, professional, helpful, knowledgeable and takes time to explain everything. He has gone above and beyond in following up on things and coming forward with alternatives when appropriate.”
Mrs S, Leven
James Dry Independent Financial Adviser
Email: james@sjfp.co.uk
With 20 years of experience in the financial services industry, James initially joined Stephenson Johnson Financial Planning in 2019. Having completed his Diploma in Regulated Financial Planning, James now forms part of our Advice team and helps our clients to achieve their financial goals and objectives.
George Rogers Paraplanner
Email: george@sjfp.co.uk
George is our paraplanner, having studied business, economics and finance at a high level. He plays a vital supporting role to all of us here at Stephenson Johnson.
Alex Currie Paraplanner
Email: alex@sjfp.co.uk
Alex is one of our paraplanners, having studied maths, economics and Spanish at a high level. He plays a vital supporting role to all of us here at Stephenson Johnson.
Juan Fernandez Finance Administrator
Email: juan@sjfp.co.uk
Juan is one of our finance administrators. He works alongside the team assisting with communication and report preparation.
Jo Margerison Finance Administrator
Email: jo@sjfp.co.uk
Jo is one of our finance administrators. She joined the team in March 2024. She assists with client communication and report preparation.
Billy Greenacre Finance Apprentice
Email: billy@sjfp.co.uk
Sam Hanslip Trainee Financial Adviser
Email: sam@sjfp.co.uk
Gemma Derrick Finance Administrator
Email: office@sjfp.co.uk
Caroline Smith
Finance Administrator
Email: office@sjfp.co.uk
Our values
Stephenson Johnson Financial planning believes in five core values:
Integrity
Trust
Honesty
Competence
Professionalism
These are the cornerstones of our firm – the guiding principles that underpin the business and influence everything we do. These values are our commitment to you, our customers, that we will always act in your best interests, and that you will always receive the best possible service and advice.
Contact Stephenson Johnson Financial Planning for more information
Finance House, 2nd Floor, Building 3, Owen Avenue, Hessle, East Yorkshire,
HU13 9PB, United Kingdom
Regulated and authorised by the Financial Conduct Authority. FCA No 419684
Reg No 529611. Director:- Bob Stephenson
Risk Warning: The value of investments and pensions can and will fall as well as rise and past performance is no guarantee of future returns