Stephen Wood has 16 years experience in finance and wealth management and joins as a Chartered Wealth Manager. Having begun his career in accountancy for multinational corporates (Exxonmobil & AstraZeneca), he worked in key commercial areas including supply chain, R&D and procurement. Utilising this experience he lead the direct equity and collectives research at UK Portfolio Management during a period of acquisition and consolidation. Following this Stephen managed portfolios for High Net Worth individuals, families and trusts as HSBC Private Bank and Brown Shipley across the Yorkshire region. Stephen brings a wealth of knowledge in portfolio construction and wealth management with particular focus on entrepreneurial wealth, trusts and investment companies.