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.

 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.

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.

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Define and ArticulatE

collaborate and execute

Educate and empower

We then work with you to craft your individualised long term wealth strategy. This step by step plan gives you clarity and confidence for the future finance and your family & legacy. 

book a call

Define and ArticulatE

collaborate and execute

Educate and empower

We work hand in hand with you and your family ongoing to ensure that you are meeting your goals, continually learning and feeling empowered to make wise financial decisions.

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Download our report

Your Financial Legacy Roadmap

A step by step plan to help you manage your wealth for the next generation

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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.

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listen to the podcast on

Dr. Kevin Adams

Joe & James were able to provide me with the impetus to take the next step into retirement which could have been delayed without quality financial advice.

Self funded retiree

Paul Marsh - Principal

Stephan Independent Advisory took the time to understand our situation & tailor their advice & solutions to our specific needs which, being a business owner, can be quite complex. 

P2 Group - Business Owner