FW Stephens | see value in vision

Whole Life Vision™

perspectives

strategies

our people

seminars

publications

newsletter archives

news headlines

business news

press

FW Stephens news

about us

Talk to FW Stephens and you’ll gain access to the leading specialists from our City of London-based financial consulting group. The Whole Life Vision™ concept embodies the core values of our full-service group that is divided into the following businesses.

FW Stephens Chartered Accountants
Registered to carry on audit work, and regulated for a range of investment business activities, by the Institute of Chartered Accountants in England and Wales www.icaew.co.uk.

Our membership with the International Association of Practicing Chartered Accountants (IAPA) www.iapa.net provides us with an excellent global resource to facilitate the provision of advice for individuals or businesses wishing to work or set up overseas.

The firm is divided into two departments; Corporate and Commercial for our business clients, and Private Client for our personal and trust clients. Details of our services can be found within our perspectives section. Profiles of our experienced teams can be found in our people.

FW Stephens Financial Limited - London
Authorised and regulated by the Financial Services Authority under reference 439010 www.fsa.gov.uk

The company is responsible for the financial planning work of the group. It is divided into two business units; Compensation & Benefits and Personal Financial Planning. Further details can be found in the perspectives section. Profiles of our experienced teams can be found in our people.

FW Stephens International - Milan
Authorised and regulated by the Financial Services Authority under reference 438933 www.fsa.gov.uk

Trading from its base in Milan, the company is responsible for the provision of financial services to expatriates. More details can be found in our strategies section. Profiles of our experienced teams can be found in our people.

Stephens Fund Management
Authorised and regulated by FSA under reference 114371.
The company manages investment portfolios on a discretionary basis.  Further details can be found on the web page stephens fund management

Although we are not authorised by the Financial Services Authority (FSA) to conduct investment business, we are licensed by The Institute of Chartered Accountants in England & Wales to provide certain limited investment services where these are complementary to, or arise out of, the professional services we are providing to you.
We are not authorised by the Financial Services Authority. However, we are included on the register maintained by the Financial Services Authority so that we can carry on insurance mediation activity, which is broadly the advising on, selling and administration of insurance contracts. This part of our business, including arrangements for complaints or redress if something goes wrong, is regulated by The Institute of Chartered Accountants in England & Wales.