Steph has been working in financial services since 2005, with a career which started in banking where she supported both individuals and businesses with their financial needs. Her focus has always been to build strong long-term relationships with her clients, really focusing on their needs and objectives both now and in the future.
Steph provides financial planning in many areas, including pensions, investments, protection, inheritance tax and equity release. This extends to commercial too, where she assists clients in sourcing commercial mortgages, buy-to-let mortgages, bridging loans, asset finance and invoice finance, to name but a few.
Steph’s clients include the directors & shareholders of businesses, where she can advise on both their personal financial needs, alongside those of the business to put together a holistic and long-term plan. She has found there to be many synergies in being able to advise across both areas, especially for those clients looking to exit their businesses in the future.
Outside of work, Steph enjoys going to the theatre or concerts, walking her dogs, going to the gym and spending time with family and friends.
