Meet Stephanie

Stephanie joined Lync, then known as PWS, in February 2018 and works as a Technical Paraplanner and Adviser. Working closely with colleagues and clients, she combines technical expertise with practical financial planning support to help deliver high-quality advice.

Stephanie particularly enjoys getting to know her clients, building strong relationships and supporting them as they work towards their financial goals. As a Chartered Fellow, she has achieved one of the highest levels of professional qualification within financial planning, reflecting her commitment to technical excellence, professional development and high ethical standards.

Outside work, Stephanie enjoys spending time with family and friends, walking her Cavapoo, Tilly, and looking after her three horses. She has also recently taken up skiing. Stephanie volunteers with the Samaritans and her local food bank, giving her time to support others and contribute to her community.