Schroders Personal Wealth Limited

Stephen Van-ES

I am married with one grown up son and I have lived in Manchester for the last 20 years. I enjoy golf and travelling outside of work. My passion is to be able to help families manage their way through the complex world of paying for care and to be able to relieve some of the pressure at a very difficult time gives me great satisfaction.

I have worked for Lloyds Private Banking and now Schroders Personal Wealth for the last 14 years as a qualified and regulated financial adviser.

Schroders Personal Wealth is one of the UK’s largest financial advice companies, backed by both Lloyds Bank and Schroders PLC; we have the resources to give our clients the best advice and as employed advisers, we always put the client’s needs and interest at the centre of what we do, and we start by providing a non-obligatory initial conversation without charge.

My area of expertise is Long Term Care Planning, and as a fully accredited member of the Society of Later Life Advisers (SOLLA), I have specialised in this specialist area of client advice for the last 10 years.

In addition, I also help clients with Pensions, Protection, Investments and Inheritance Tax Planning. My passion is to be able to help families manage their way through the complex world of paying for care and to be able to relieve some of the pressure at a very difficult time gives me great satisfaction.

  • Company: Schroders Personal Wealth Limited
  • Member Since: January 2023
  • 11 Portland Street, Manchester, Greater Manchester M1 6DF
  • Solla Member
Contact Stephen Van-ES