This included the investment management and review of trust portfolios, a function he continues to this day at Barratt and Cooke, having joined the firm from Barclays Stockbrokers in 1998. In addition to his involvement with trusts, Stephen is responsible for managing portfolios on behalf of private investors and charities whilst also guiding legal personal representatives and beneficiaries through the distribution of assets within estates. Stephen is a Chartered Member of the Chartered Institute for Securities and Investment.
Senior Investment Manager
Born and educated in Norwich, Stephen joined the trustee department of Barclays Bank in 1973 in order to gain experience in many aspects of personal finance including tax, investment and the roles and responsibilities of trustees.