Stephen Gandy

Stephen supports Up Wealth's advisers and clients through every stage of the advice process, from preparing advice documents through to implementation. He works closely with clients to make sure each step feels clear, supported, and easy to navigate.

I enjoy building strong relationships and being a reliable point of contact for clients. I love making sure people feel supported, understood, and clear about what's happening at each step.

One of the most rewarding parts of the role is helping clients who initially feel overwhelmed by financial advice.  I recall working with one client who openly described themselves as financially illiterate and found the entire process intimidating.  I made a conscious effort to slow things down, avoid jargon, and explain things in a way that felt simple and relatable.  By the end, they told me it was the first time they had ever felt comfortable talking about their finances.

Off the clock, I’m a golf fanatic and enjoy going to the gym, running, and heading to the beach. I’m a die-hard Sheffield United fan, which is to my detriment most weekends and when they’re not disappointing me, my adopted NRL team, the St George Dragons, help fill that gap.

I grew up in Huddersfield, Yorkshire (“God’s Own Country”) and moved to Australia in November 2022. What was meant to be a one-year adventure quickly became something more permanent. I’m a proud Yorkshireman and Englishman, which tends to become a problem every couple of years when the Ashes rolls around.