Stephen Luwero is a highly experienced financial services professional, having worked in the sector for over 20 years.
His experience has mostly been gleaned from investment banking, investment consulting and wealth management.
Prior to launching Luwero Wealth Advisers, he joined the SJP Family as a financial adviser for Navigation Wealth Management in June 2023 from investment company Charles Stanley, where he was a client relationship and business development manager for the Beverley area for a period of 10 years.
Developing deep working relationships with clients is a great passion for Stephen.
He explains complex subjects in simple language, due to his in-depth understanding of markets, financial products and services.
He credits this for his excellent success in the wealth management industry.
He looks to ensure his advice delivers on the goals and aspirations of his clients, by providing an outstanding and bespoke client experience.
Stephen holds Diplomas in both Investment Management and Advice and in Financial Planning.
During his investment banking days, he gained many qualifications in derivatives and securities.
Stephen has launched Luwero Wealth Advisers to expand the range of financial solutions he can offer clients.
He places a great deal of importance on excellence in service and providing real value.
Stephen’s claim to fame is playing football alongside his childhood hero, and former England national football team manager Glenn Hoddle, while an apprentice at Swindon Town Football Club.
In his spare time, he loves to play five-a-side football with friends and going to the gym.
Having converted from a ‘southener’ to a ‘northener’ in 2012, he loves exploring and discovering new places in North Yorkshire, the Lake District and Northumberland with his wife and three daughters.
