Joseph Stephenson
Joseph joined Ballantine Wealth Management in 2021, bringing over a decade of experience in the Financial Services profession. He supports individuals, families, and business owners in planning for their financial futures, with a belief that a strong relationship with money can lead to more fulfilled and purposeful lives.
Joseph takes time to help clients identify their life goals and works closely with them to build tailored financial plans. A significant focus of his work is helping people prepare for retirement and ensuring they have the means to enjoy it on their terms.
Originally from Oxford, Joseph has spent most of his life in Somerset. He is married with three children and enjoys family adventures, especially cycling and exploring local attractions. A passionate sports fan and keen cook, Joseph can often be found at the barbecue—whatever the weather.
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.
