Advice and investment veteran David Stephenson dies

34 years in the profession

Jenna Brown
clock • 1 min read

Thames Valley Investments (TVI) founder David Stephenson died on 7 March following an illness, it has been announced.

Stephenson had worked in financial services since 1986. At TVI he was responsible for offering financial planning and managed its discretionary investment management portfolios. He worked as a financial planner and investment manager for most of career in finance. TVI merged with Nexus IFA late last year, a move driven in part by Stephenson's determination to ensure his clients would be well looked after following his death. Nexus IFA chief executive Kerry Nelson said: "We have been working increasingly closely with David in the past 12 months. He brought professionalism and insigh...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on People

People Moves: ValidPath hires propositions director from Defaqto

People Moves: ValidPath hires propositions director from Defaqto

Roger Perry to ‘enhance’ the network’s IFA proposition

Professional Adviser
clock 18 June 2025 • 1 min read
Octopus Money CEO Ruth Handcock awarded OBE

Octopus Money CEO Ruth Handcock awarded OBE

Named in the King’s Birthday Honours List 2025

Isabel Baxter
clock 16 June 2025 • 2 min read
FCA promotes Sarah Pritchard to deputy CEO

FCA promotes Sarah Pritchard to deputy CEO

To manage growing remit, support growth and drive reform

Jenna Brown
clock 10 June 2025 • 1 min read