Stephanie works within the Independent Financial Adviser team as a Paraplanner, and assists in building, and ensuring the continued suitability of, financial plans for clients across the UK.
Following her graduation from the University of Birmingham, Stephanie eagerly propelled herself into the world of financial planning. Since embarking the industry in 2017, Stephanie has had the pleasure of assisting private, trustee and professional clients to achieve their financial objectives and goals. Working for Hugh James, she thoroughly enjoys applying her broad knowledge and passion for quality financial advice, to support claimants on their personal financial journeys.
Throughout her career, Stephanie has worked for financial advisers in the South Wales area, and prides herself on her refined research and technical abilities.
Stephanie is currently working through her exams to achieve her Level 4 Diploma in Regulated Financial Planning, as she works towards qualifying as a Chartered Independent Financial Adviser.
- Wealth management
- Pensions and retirement advice
- Tax planning
- Trust planning
- Estate planning
- Investment analysis
- Cashflow forecasting
- University of Birmingham, LLB Law: 2017
- Member of Chartered Insurance Institute (CII).