Stephen Page CFP, Chartered Fellow, CRFP

Financial Planner

Stephen has over 26 years’ experience in financial planning.

A firm believer in the power of cashflow modelling, tailored with ongoing relationship financial planning. His passion is helping clients understand what is enough and enabling them to live the life they want.

Your financial plan will be personal to you, your goals, and dreams. Stephen will help you along your journey with the discipline to see it through.

Born in Norwich, Stephen and his wife Alison live in rural Suffolk with their two children, two dogs and two chickens, enjoying all aspects of country living.

He is an active member in his local community taking roles in the Parish Council – establishing both the Neighbourhood Plan and the Quiet Lanes initiative; and Chair of Governors at his children’s Primary school – successfully navigating a restructure and joining a Multi Academy Trust to ensure the school survives to celebrate its 150th anniversary.

Now an occasional cyclist and runner, he has completed numerous half and marathons – his longest being 50 miles along the Peddars Way; he focuses on keeping fit and organising the Strength & Conditioning training for his son’s rugby team.

My Favourite…

Book – ‘How To Kill Your Family’ by Bella Mackie

Film – The Shawshank Redemption

UK Holiday Destination – Dorset

Holiday Destination – Umbria

App – Google Maps

Contact details

Suffolk office

8 Rettery Cottages, Hoxne Road, Eye, IP23 7NJ

Qualifications

View other team members

Tina Weeks

Managing Director &
Financial Life Planner

Clive Thompson

Director,
Head of Business Standards &
Financial Life Planner

Jordan Reid

Financial Planner

Hollie Simpson

Client Relationship Manager & Support Team Leader

Beth Evans

Financial Administrator

Sue Thompson

Accounting & Finance Manager

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Qualifications

  • Chartered Fellow (Financial Planning)
  • Certified Financial Planner CFP
  • Certified Relational Financial Planner CRFP
  • Level 7 - Advanced Diploma in Financial Planning
  • Level 6 - Diploma in Financial Planning
  • BA (Hons) Sociology and Geography