Stephen McCleary
Director
Stephen is a Private Client Adviser and Director with over 30 years of experience delivering tailored financial advice to individual clients. With a specialisation in taxation and investment planning, he brings a wealth of knowledge and insight to his role.
A Chartered Financial Planner and Fellow of the Personal Finance Society, Stephen is also a Chartered Tax Adviser and a member of the Society of Trust and Estate Practitioners (STEP) – demonstrating his commitment to the highest standards in financial planning and wealth management.
Stephen also serves as Chair of the Kerr Henderson Investment Committee, where he plays a key role in shaping and overseeing the firm’s investment strategy.
