An Associate Partner Practice of St. James's Place Wealth Management
I pride myself on offering a highly professional and personal approach to financial planning. I work with individuals, business owners and directors to devise comprehensive long-term tailored plans to help achieve their financial goals.
We offer an excellent wealth management service which will help you achieve your goals
This is a professional with morals and integrity, and a great personality to match! Stephanie provides an objective eye into the complex world of finance, ensuring I get the best service and products to suit my needs. Everything is explained in clear, jargon free language taking the time to ensure my full understanding before committing to a product.
Stephanie is a highly professional individual who always puts my needs first. My experiences with Stephanie have been first class and I would happily recommend her business to others. We have developed a very strong rapport and I look forward to receiving further advice from her in the coming years as my personal circumstances dictate. Thank you Stephanie.
From the moment I started working with Stephanie I knew she would have my best interests at the heart of any decisions she helped me make. I had a major change in circumstances which required a complete rethink about my finances. Stephanie took great care to understand my needs fully including my approach to 'risk'. This has led to us working together for over a year and I'm sure we'll work together for many years to come.
Stephanie has always provided good sound advice which has been both concise and easy to understand. She provides an excellent and friendly service and replies promptly to any questions and concerns I have raised. I would not hesitate in recommending her to anyone.
Stephanie's pension advice following divorce literally positively changed the whole retirement landscape that lay ahead. She explained everything in terms that were understandable and I cannot thank her enough. Since then she has also taken care of my investment needs. She is a true professional, someone who I trust to look after my financial wellbeing and very personable. I would not hesitate in recommending Stephanie as she is exceptional.
I’d like to thank Stephanie for her excellent financial advice and support with planning. She has made the whole process as seamless as possible, through flexible appointment times and taking the load in terms of completing the forms and paperwork. Approachable, friendly and highly professional. I highly recommend her services.
I cannot recommend Stephanie Highly enough - her in depth knowledge, attention to detail, first class advice & support has been invaluable. We now have a much better understanding about pensions and both take great comfort in the fact that we have Stephanie as our go to person. I have and will continue to recommend her. She is very friendly, professional and the service she offers is first class.
We're not about selling products. We pride ourselves on building trusted, long-term relationships with clients - only by doing so can we truly understand our clients' immediate needs and future aspirations, and offer the quality, bespoke advice that they deserve.
St. James's Place guarantees the suitability of the advice given by members of the St. James's Place Partnership when recommending any of the wealth management products and services available from companies in the group, more details of which are set out on the Group's website.
The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.