Stephen is a fellow member of the internationally recognised accountancy body ACCA – the Association of Chartered Certified Accountants.

He trained in PricewaterhouseCoopers, one of the largest professional services firms in the world, where he developed the knowledge and critical skills in financial analysis, risk & business management, strategic thinking, and data analytics.

Through hands-on assignments in audit, consulting and tax advisory services he helped clients to navigate through complex business challenges.

Stephen is also a Certified Financial Planner™.
Holding the prestigious and globally recognised qualification for financial planning sets him apart from the rest, establishing a very high standard of professionalism. 

Earning the CFP® certification demonstrates not only technical expertise in the area of personal finance, investment strategies, tax & estate planning, and retirement management but also signifies a strong commitment to ethical practices and client-focused solutions.

Stephen’s background in accountancy and financial planning gives him a unique perspective & insight that places him in a position to provide invaluable advice, in particular, to business owners and company directors.

Stephen is regularly invited to present at various accountancy network group meetings regarding the ongoing changes that arise in the world of pensions & financial planning, providing an invaluable resource of comprehensive advice to accountancy practitioners. 

Outside of work, Stephen enjoys playing hurling, rugby and golf. At the weekends, he loves to read the Business Post newspaper enjoying a coffee and also indulges in professional development podcasts and business audiobooks in his spare time whilst in the gym, driving the car or out walking his Maltese dog, Ollie. 

Contact Details

stephen@charteredfinancial.ie

087 – 1303666

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