0330 038 8941
Based in Aylesbury
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Top Rated 2026
Verified since: August, 2021
Equity Release Adviser

4.9 out of 5

138 reviews


Checks carried out by VouchedFor

  • FCA status: Certified by Firm

    Last checked: 19 July 2026

    Stephanie is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Stephanie's status

  • 16

    Recent Client Reviews

    Verified reviews: 100%

    Stephanie has received 16 client reviews in the past 12 months; 100% of these have been verified

  • Whole of Market Equity Release Adviser

    Last checked: 12 August 2026

    Stephanie is an Equity Release specialist, meaning Stephanie can advise if releasing equity from your home would be right for you or not. Stephanie is a Whole of Market adviser, meaning Stephanie has access to a sufficient range of lenders who offer these plans, and is in no way limited to products provided by companies Stephanie works with.

  • Qualifications Uploaded

    Qualifications not yet added

    Stephanie has not yet added their qualifications to their profile

  • 64

    Positive First Impressions

    100% of users who are not yet clients had a positive first experience with Stephanie

    100% of VouchedFor users have had a positive (4 or 5 star) first experience with Stephanie (based on 64 first impressions)

About

My career in the financial services market started way back & has stretched for over 20 years in varying different roles from basic admin, insurance claims to mortgage underwriting. Having been a qualified Mortgage Advisor for many years with a wealth of knowledge & experience, I more recently took the leap into Equity Release, as the market is ever evolving & continues to do so. I am proud & honoured to be working with Viva Retirement Solutions – a company which is so highly regarded within the market & industry, that I jumped at the chance to become a part of the team. Having assisted many clients over the years, from young First Time Buyers, to retired folk who wish to have a better & more comfortable lifestyle in retirement, I feel that my personable skills, eye for detail & strong sense of customer satisfaction will assist with all of my new clients I am yet to meet. Viva Retirement Solutions has the same customer focus that I do, with this as their company mantra & ethos, that I feel the partnership & working with the great team at Viva, is a winning combination. I am able to advise on all manner of mortgages & protection so that I can really drill down to what is best for the client. If Equity Release isn’t the right solution, I will be able to advise a better, more suitable route to assist my clients achieve their goals & dreams. A lifetime mortgage is a long-term commitment which could accumulate interest and is secured against your home. Equity release is not right for everyone and may reduce the value of your estate.