Stephen Metcalf

DIrector of FInancial Planning

My role 

I am a Director of Financial Planning and I am responsible for our teams of Consultants and Paraplanners. Based in our Norwich office, my role encompasses various different aspects of the business as well as the general management of those teams. It also includes client engagement, compliance, training and development, business development and relationships with external providers.

About me 

I hold the Financial Services Level 4 Diploma as well as a further Diploma in business studies. I have worked in the industry for over 30 years', the majority of my time spent in a management position, both in Banc assurance and IFA roles. I am married with two grown-up daughters and I am a Grandad. I enjoy gardening, DIY and love watching movies. 

My sectors and specialisms

  • Client engagement
  • Compliance

Speak to me about

  • Training and development
  • Business development

Wide-ranging tax planning and compliance services for individuals seeking advice and guidance from our team of experienced and highly qualified professionals.

Friendly and coherent advice and guidance on accounting and tax matters for small business owners including those starting out for the first time.

Established businesses requiring accounting and tax compliance services, forward thinking tax planning advice and the support to help your business succeed.

Our full range of enhanced corporate services aimed at large companies and those requiring audit, assurance, corporate tax advisory and diverse tax planning services.



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