About
Our Story
ABOUT
Our Story
Our first-hand experience
Stephan Independent Advisory exists to give you a truly independent wealth management advice.
When you work with us you’ll receive an in-depth financial strategy unique to your family’s situation, with the only goal to see your financial health managed sustainably.
Because at the end of the day, whether it’s maintaining your family business, or putting long-term plans in place for your retirement and beyond, nothing is more important than your family. You want to see them looked after long into the future. And we understand this better than most.
In 1995 our father, Magdy Stephan, established a boutique financial planning dealer group, bringing a new approach to the industry.
He believed that the advice he provided needed to be in the best interests of the client, regardless of what it meant for his group—in other words, he believed in giving a truly objective, independent opinion.
When our father was diagnosed with a terminal illness in 1999, we were only given a few short months to come to terms with our family’s future. We scrambled around, trying to do the best we could to put business transition strategies in place. We weren’t prepared for the challenges that came with transitioning his wealth and knowledge, and it made us aware how important a strong wealth transition plan is.
Magdy beat the odds and lived on for another 10 precious years, during which we were able to lean on his expertise and get the mentoring and support we needed to help successfully take over the reins.
We knew other families might not be so lucky, and realised that we could use our experience to help other business families manage their wealth transition well ahead of any critical event. This is why Stephan Independent Advisory was born.
We’re with you every step of the way.
When we work with you as your independent financial advisor, our advice isn’t just academic: we provide a long-term vision enriched by life experience.
We’ve been there, and we want to help you avoid the heartache and complex problems we experienced.
We understand it’s not just wealth management you’re looking for; it’s a way to safely and productively hand over the reins of your family business to the next generation, and to keep the traditions and customs of your family alive. You want to leave a legacy.
To us, your wealth management isn’t a quick-fix, once-off solution. We work with you every step of the way to help you create and deliver a long-term wealth management strategy.
We’ll review your progress regularly, to make sure your strategy keeps pace with the changes in your business, and your family life.
DOWNLOAD OUR REPORT
Your Financial Legacy Roadmap
A step by step plan to help you manage your wealth for the next generation
PODCAST
Whether you have significant financial resources and question the meaning of success, or you’re wondering whether being that little bit wealthier will make you happier, this is the podcast for you. The It’s Never About Money site is also a hub for money related blogs and education.
Whether you have significant financial resources and question the meaning of success, or you’re wondering whether being that little bit wealthier will make you happier, this is the podcast for you. The It’s Never About Money site is also a hub for money related blogs and education.
Joe & James’ professional practice is to be admired. They are always there for his clients when needed. They freely pass on their expert knowledge without hard product selling techniques
DR. ELSPETH MCKAY
Professor
Clear, timely and direct responses in all areas of communications are outstanding. Meetings are planned and run efficiently to deliver on all our expectations. The firm’s values align to our own so that trust is readily established.
MR JOHN AND DR KIM WATTY
Self funded retirees
Joe & James’ professional practice is to be admired. They are always there for his clients when needed. They freely pass on their expert knowledge without hard product selling techniques
DR. ELSPETH MCKAY
Professor
Clear, timely and direct responses in all areas of communications are outstanding. Meetings are planned and run efficiently to deliver on all our expectations. The firm’s values align to our own so that trust is readily established.
MR JOHN AND DR KIM WATTY
Self funded retirees
