Chartered Financial Planner, Senior Adviser
Stephen Gabbitas is a Chartered Financial Planner with over thirty years’ experience in the industry. His expertise lies in investments, pensions and inheritance tax planning.
Stephen believes that it is crucial to align your legal needs with your investment strategy, and that’s what he’s here to help you do. The biggest motivating factor across Stephen’s career has been to help others achieve success, and he gets a great deal of pleasure from seeing others doing well.
Memberships/Qualifications: FPFS, Chartered Financial Planner, Dyke Golf Club
Out of Hours: Stephen is a Trustee of the Wellesley Charitable Foundation. He lives with Sally in Henfield – they enjoy walking their dogs on the nearby South Downs. Stephen is also a member at the challenging Dyke Golf Club. Other leisure time activities include gardening, cooking and getting away in his motorhome whenever possible.
PA to Stephen Gabbitas is Kay Hope
When we met Stephen he filled us with confidence from the outset – he did not try to hard sell. He listened to our needs and advised us with great care on what we should be doing; he then went ahead and made it happen. So far the results he suggested we could achieve have been achieved, one can ask for no more. Stephen is a likeable, dedicated and intelligent man. He has managed our investments with first class care and attention. We have no hesitation in recommending Stephen’s services to anyone, in fact we already have.
I have been consistently impressed by the professionalism of Wellesley’s and Stephen Gabbitas in particular. He is a trusted adviser and works hard at giving a level of client service far in excess of the norm in the financial services sector.
I have known Stephen both professionally and personally for more than 10 years and have always found his advice and experience invaluable in everything I have done, both through my business and personal investments. I can confidently recommend him.
I have known Steve for over 20 years and have always valued his advice, guidance and counsel on a wide range and variety of financial matters. Providing financial advice is a highly emotive subject and is a minefield for many. Steve provides expertise, guidance and acts with the utmost professionalism and integrity. I have no hesitation in recommending him.
Past performance is not a guide to future performance.
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