Stein PCP - Changing your perception of Financial Planning

Welcome To Stein Personal & Corporate Planners

“Our mission is to change the way the public perceives the term ‘Financial Planning’!”

Welcome to Stein

The Stein Business Model has been evolving over a 32 year Financial Services career and will continue to do so as we meet the demands of the future.

At Stein, the basis for 'Financial Planning' is about helping clients become Financially Independent...

Private Client Portfolios

Private client portfolios

Our main focus is providing a structured Investment Strategy, that if implemented successfully, will inevitably achieve our clients' agreed objectives with the minimum of risk.

There are many different ways of constructing and advising on investment portfolios.

We are completely independent and do not employ in-house investment fund managers...


The Stein Family Office

The Stein Family Office

The Stein Family Office is established to provide strategic tax planning services to clients living abroad.

We have carefully selected our members not only for their specialist expertise but for their professionalism and high standards of service...

Stein Preferred Funds

Stein preferred funds

The Stein Preferred List of Investment Funds is made up of just over 300 carefully selected Mutual Funds that are managed by many of the world's most successful Fund Management Groups...

 


Retirement Planning

Retirement Planning Strategies

Accumulating money into a well balanced retirement programme can be one of the most tax-efficient ways of safeguarding your future...

Private Banking

Private banking

Private banking may be a good option for you. We have developed close relationships with many leading private banking groups...

Corporate Services

Corporate services

It is guaranteed that you will leave your business one day, therefore it makes absolute sense to have a carefully prepared Exit Plan...

Stein Trading Platform

Stein trading platform

With our own private cell, Stein has chosen to partner with the Moventum Trading Platform that has circa 7.7 billion GBP under advice...