Stefan Starr

Stefan is a Chartered Financial Planner and holds a BSc in Business Management from the University of Birmingham. His interest in financial markets was sparked during a pivotal year at Aston Martin Lagonda where the company went public on the London Stock Exchange. This experience motivated him to pursue a career in financial planning, leading him to join an independent financial firm in Bath, where he earned his diploma qualification.

Stefan is dedicated to helping clients navigate all aspects of financial planning and strongly believes in the long-term value of independent advice. He finds the most rewarding part of his work to be cashflow and scenario planning—helping clients visualise how different financial decisions can shape their future. His own approach to personal finance was influenced early on when his parents sat him down as a child and told him to learn from their mistakes and master budgeting!