How Stephen supports you
Stephen Stewart joined Lomond Wealth as an Administrator in 2025, supporting advisers, clients, and providers to ensure everything is taken care of behind the scenes.
He is currently enjoying the transition into the independent financial planning sector and plays an important role in supporting the team and helping clients receive the high standard of service Lomond is known for.
Before joining Lomond, Stephen spent ten years with SS&C, specialising in the servicing of St. James’s Place pension and investment bond products. This experience gave him a strong understanding of financial services and the importance of delivering a reliable, efficient client experience.
A little more about Stephen
Stephen lives in Alloa with his wife and their son, Alex, where many weekends are spent cheering Alex on from the sidelines as he plays football.
When he finds the free time, Stephen enjoys running, reading, watching football, and working his way through a good true crime series. He is also a fan of pizza, craft beer, and casual gaming, and is currently working towards one of his long-term goals: completing a marathon.
Stephen in numbers
10
years in financial services.
187
hours watching my son plan for Alloa Athletic.
38
times ridden The Hulk rollercoaster.
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