Inspiring Business by Sharing Success

Growing Nottingham Wealth Management Company Appoints Trainee Paraplanner

Growing Nottingham Wealth Management Company Appoints Trainee Paraplanner

Independent financial planning and wealth management specialists Stephen Eve Financial Planning is pleased to announce that it has bolstered its team with the appointment of Rav Jackson.

Rav will be based at Stephen Eve’s office on Regent Street, Nottingham, and will join the company as Trainee Paraplanner. Having previously worked at Cockburn Lucas Independent Financial Consulting Limited and The RU Group, Rav brings several years of experience to the team and will play an important role in supporting clients and the future growth of the business.

Commenting on his appointment, Rav Jackson said:

“Joining a new business and having the opportunity to play an integral part in its growth really appealed to me, so I am thrilled to be joining Stephen Eve and looking forward to taking the next step in my career.” 

Stephen Eve Financial Planning was established in 2022 by Chartered Financial Planner Ben Slater and marketing specialist Danielle Slater. It already has over £20 million in funds under management with clients drawn to the firm’s practical, holistic approach to financial planning. 

Ben Slater began his career in wealth management aged 18 by undertaking an apprenticeship with The RU Group where his talent was spotted and developed. In 2019, he became one of the youngest Chartered Financial Planners in the UK and also scooped the ‘High Achiever of the Year’ award from the Chartered Insurance Institute.  

Danielle specialises in marketing strategy, particularly around the customer journey and building loyalty, from acquisition to retention. During her career she has delivered campaigns for Boots, Chanel, Dior, Philips, L'Oréal as well as numerous SMEs across the Midlands.

Ben comments:

“It has been a successful first year for the business and we are delighted that so many people have trusted us to look after their financial future. Throughout my career, I have always valued continual professional development and training very highly, and this is a founding principal of Stephen Eve. Having in depth and up-to date knowledge means we can help our clients achieve their financial ambitions.

“We will be investing significantly in Rav’s ongoing training and development. He will be completing the CII Aspire Apprenticeship which will see him achieve the Diploma in financial planning after 18 months. He will also learn the client facing skills through ongoing work with us. I am excited to have Rav on board and to be laying further foundations in the growth of our business.”

< Back