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Stephen Ooi
Financial Planner
Stephen Ooi
Financial Planner
Get to know Stephen
Stephen has worked in financial services for more than five years, helping people with their investments and pensions. He is fully qualified to advise on numerous areas of financial services, including pensions, investments, protection and estate planning. He takes pride in his calm and measured approach to financial services and believes that no client is the same. As such, he strongly believes that his advice should always be tailored to the individual.
With a background in law, Stephenā€™s analytical and problem-solving skills make him an excellent choice to help both individuals and families meet their long-term financial goals.
Outside of work, Stephen loves spending time with his family and friends. He is a keen cook and a reader of sci-fi and fantasy novels. He also enjoys going out for walks, playing board games, and going to the cinema when he finds the time.
We asked Stephen...
Whatā€™s the most important thing you bring to your role?
My firm belief that every client is different and that no one-size-fits-all.
Qualifications
Accreditation
