Meet Stephanie

At work

Steph has worked in Financial Services since 2016 and is one of our Technical Paraplanners and Advisers.

Working closely with both colleagues and clients, Steph combines technical expertise with practical financial planning support. Her role involves helping to deliver high-quality advice and ensuring clients receive the professional guidance they need to make informed financial decisions. Steph particularly enjoys getting to know her clients, building strong relationships and supporting them as they work towards their financial goals.

As a Chartered Fellow, Steph has achieved one of the highest levels of professional qualification within the financial planning profession, reflecting her commitment to technical excellence, ongoing professional development and the highest ethical standards.

At home

Outside of work, Steph enjoys spending quality time with family and friends, whether that’s catching up over a coffee and dog walk with her cava poo, Tilly or out socialising.

Steph enjoys keeping active and spending time with her three horses. She has recently taken up skiing, and is looking forward to more winter holidays on the slopes.

Steph is also a volunteer with the Samaritans and her local food bank, giving her time to support others and contribute to her local community.