Bob Stephenson Director
Email: bob@sjfp.co.uk
Bob founded the company in 2004 with a clear vision and a determination to build something truly meaningful. What began with two directors and a shared passion has grown, under Bob’s steady leadership, into a thriving team of talented professionals.
From the very beginning, Bob has led by example. His approachable style, commitment to high standards, and genuine belief in empowering people have shaped the supportive, collaborative culture the company is known for today. He has always believed in putting clients first in a professional, thoughtful, and dependable way, an approach that continues to shape the company’s values and reputation.
Over the years, he has guided the company through growth, change, and new opportunities, always staying true to the principles the business was built on: integrity, honesty, and a dedication to doing things the right way.
Phil Smith Senior Financial Adviser
Email: phil@sjfp.co.uk
Phil is a Senior Financial Adviser with a career in financial services that began in 1997 within a major highstreet bank. Over the years, he progressed through a variety of roles, ultimately becoming a qualified financial adviser in 2006. He spent the following seven years supporting clients and developing extensive expertise across personal and business finance. Phil joined SJFP in 2013 and has since built a longstanding and diverse client base. He is known for his approachable manner and his commitment to truly understanding each client’s needs and aspirations. By taking the time to listen and engage, Phil develops clear, personalised financial plans designed to help clients achieve their long-term goals with confidence.
Andrew Piper Senior Financial Adviser
Email: andrew@sjfp.co.uk
With over 17 years of experience in the financial services industry, Andrew has built a reputation for providing clear, thoughtful guidance that helps clients feel confident about their financial future and takes pride in making complex financial decisions feel simple and manageable.
Over the course of his career, Andrew has supported individuals, families, and business owners through every stage of their financial journeys—from early planning and investment strategies to long‑term wealth management and retirement preparation. Clients appreciate his honesty, his patience, and his ability to translate financial jargon into advice that feels both practical and personal.
Andrew believes that the strongest financial plans are built on trust, communication, and real human connection.
Christian Derrick Senior Financial Adviser
Email: christian@sjfp.co.uk
Christian joined Stephenson Johnson Financial Planning in 2018 following a 13 year career with Lloyds Bank, where he progressed through several roles including Senior Branch Manager. His move into independent financial advice enabled him to provide truly holistic planning by supporting clients with investing, education savings, retirement planning, longterm financial security, and appropriate protection. Known for being approachable and client-focused, Christian takes time to understand individual goals and explains complex areas such as tax, retirement, and investment planning clearly and simply. He is highly rated on VouchedFor, with a 4.9 out of 5 average rating from 440 reviews.
John Booth Senior Financial Adviser
Email: john@sjfp.co.uk
John is a member of both the Chartered Insurance Institute and the London Institute of Banking & Finance. With over 30 years’ experience as a Manager and Financial Adviser in East Yorkshire, he brings extensive expertise across investments, pensions, protection, and specialist financial products. John’s depth of knowledge and approachable style make him a trusted point of contact for clients old and new.
James Dry Financial Adviser
Email: james@sjfp.co.uk
With over 22 years of experience in the financial services industry, James brings a deep understanding of financial planning and client care to the team, having joined Stephenson Johnson Financial Planning in 2019. As a valued member of our advice team, James works closely with clients to understand their aspirations, develop personalised strategies, and support them in achieving their long-term financial goals. His experience, professionalism, and commitment to high-quality advice make him an integral part of the team.
Sam Hanslip Financial Adviser
Email: sam@sjfp.co.uk
Sam has 14 years experience across the financial services sector, having previously built his career within commercial banking. This background provides a well-rounded foundation for delivering clear and effective financial advice. He is competent across all areas of financial planning, with specialist experience in retirement planning. Sam works closely with clients to build tailored strategies that align with their goals, circumstances, and long-term aspirations. Personable and approachable, he prides himself on breaking down complex financial matters into plain English, ensuring clients feel informed, confident, and in control of their financial decisions.
Jo Margerison Office Manager
Email: jo@sjfp.co.uk
Jo is our Office Manager and brings over 30 years of experience in financial services and management roles, including retail banking and supporting Independent Financial Advisers. She plays a key role in supporting our team, ensuring the smooth day-to-day running of the office, and providing highly experienced administrative support to our Financial Advisers. Jo’s broad skill set and dedication help ensure our office operates both efficiently and effectively.
Dawn Thompson Personal Assistant
Email: dawn@sjfp.co.uk
Dawn is a Personal Assistant with nearly 30 years of experience in financial administration and organisational process management. Known for her meticulous attention to detail and strong organisational skills, she consistently handles complex tasks with professionalism and discretion. Dawn plays a key role in supporting our financial adviser John Booth, ensuring he has accurate data and documentation to operate efficiently and provide excellent client service. Her precision, professionalism, and commitment to maintaining smooth, compliant processes make her an invaluable member of our team.
Caroline Smith Finance Administrator
Email: office@sjfp.co.uk
Caroline is a Finance Administrator who delivers vital administrative support and assists our Financial Advisers with key behind-the-scenes tasks. She plays an integral role in keeping workflows organised and ensuring financial processes run smoothly and efficiently.
George Rogers Senior Paraplanner
Email: george@sjfp.co.uk
George is one of our Senior Financial Paraplanners who joined Stephenson Johnson in 2018. He began his career through work experience before progressing into a professional apprenticeship, where he built a strong technical foundation in financial planning. With extensive expertise in research, analysis, and regulatory requirements, George supports our senior advisers by producing detailed, compliant financial plans and reports. His meticulous approach and depth of knowledge help ensure the delivery of high-quality advice and positive outcomes for clients.
Alex Currie Senior Paraplanner
Email: alex@sjfp.co.uk
Having originally joined the company as an apprentice after leaving college, Alex is now one of our Senior Paraplanners. He works closely with the senior adviser team to develop bespoke financial plans that encompass analysis of sustainable spending levels and suitable investments. Alex has strong technical knowledge across all areas of financial planning, including personal tax planning strategies, retirement and drawdown planning, and protecting clients and their families against worst-case scenarios.
Juan Fernandez Senior Paraplanner
Email: juan@sjfp.co.uk
Juan is one of our Senior Paraplanners, having joined the team in 2023 after beginning his career in the mortgage industry. He holds a Diploma in Regulated Financial Planning and a Law degree from Sheffield Hallam University. Juan specialises in cashflow modelling, investment analysis, and producing highquality financial reports. He plays a vital role in supporting our advisers during client meetings.
Billy Greenacre Paraplanner
Email: billy@sjfp.co.uk
Billy joined Stephenson Johnson Financial Planning in 2024 after completing his apprenticeship and achieving his Diploma in Regulated Financial Planning. He works closely with our advisers to deliver detailed research, cashflow modelling, and compliant, highquality reports. Adaptable and reliable, Billy brings a strong technical foundation, a thorough approach, and a proactive attitude, making him a valued member of the team.
George Parkinson Finance Administrator
georgeparkinson@sjfp.co.uk
George is a Finance Administrator and supports financial operations ensuring the smooth running of day‑to‑day processes. With a degree in History, George brings strong research abilities, analytical thinking, and a keen attention to detail that seamlessly translate into the financial sector. He is currently studying for his professional finance exams while continuing to grow his expertise and build a long‑term career in the industry.
Andrew Shepard Finance Administrator
andyshepard@sjfp.co.uk
Andrew brings over 37 years of financial industry experience to SJFP, joining us in 2024 after a long and successful career in retail banking. He supports our financial advisers with key administrative tasks and maintains clear, professional communication with our clients. With his extensive skills and reliability, Andrew is a valued and essential member of our team.
Gemma Derrick Finance Administrator
Email: office@sjfp.co.uk
Gemma is a Finance Administrator who provides comprehensive administrative support and assists our Financial Advisers with essential behind-the-scenes operations. She plays a key role in maintaining organised workflows and ensuring the smooth delivery of financial processes.
Owen Adamson Finance Apprentice
Email: owen@sjfp.co.uk
Owen is one of our Finance Apprentices at Stephenson Johnson Financial Planning, having joined the company in November 2024. With an academic background that includes Business and Finance at A-Level, he has developed a strong understanding of the financial services environment. Owen is currently studying towards his Diploma in Financial Planning and supports advisers through administrative work, helping to ensure a high standard of service for clients.
Molly Piper Finance Apprentice
Email: molly@sjfp.co.uk
Molly joined Stephenson Johnson Financial Planning following the completion of her A-Levels and is a Finance Apprentice within the team. She supports the Financial Advisers with a range of administrative and operational responsibilities, contributing to the smooth delivery of client services. Molly is currently studying toward her Diploma in Financial Planning and is developing a strong technical foundation to support her long-term career in financial services.
Alan
Our values
Stephenson Johnson Financial planning believes in five core values:
Integrity
Trust
Honesty
Competence
Professionalism
These are the cornerstones of our firm – the guiding principles that underpin the business and influence everything we do. These values are our commitment to you, our customers, that we will always act in your best interests, and that you will always receive the best possible service and advice.
Contact Stephenson Johnson Financial Planning for more information
Finance House, 2nd Floor, Building 3, Owen Avenue, Hessle, East Yorkshire,
HU13 9PB, United Kingdom
Regulated and authorised by the Financial Conduct Authority. FCA No 419684
Reg No 529611. Director:- Bob Stephenson
Risk Warning: The value of investments and pensions can and will fall as well as rise and past performance is no guarantee of future returns