0203 551 0160
Based in Gray's-Inn
View locationTop Rated 2025
Top Rated advisers have met the qualification criteria for VouchedFor's Top Rated Guide, as determined by their client feedback
Verified since: December, 2024
4.6 out of 5
Checks carried out by VouchedFor
FCA status: Certified by Firm
Stefani is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Stefani's status
Last checked: 12 June 2025
Stefani is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Stefani's status
16
Recent Client Reviews
Stefani has received 16 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Stefani has received 16 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 03 April 2025
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Qualifications Uploaded
Stefani has not yet added their qualifications to their profile
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Stefani has not yet added their qualifications to their profile
Transparent Fees
Stefani has not yet added their fees to their profile
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Stefani has not yet added their fees to their profile
Checks carried out by VouchedFor
FCA status: Certified by Firm
Stefani is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Stefani's status
Last checked: 12 June 2025
Stefani is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Stefani's status
16
Recent Client Reviews
Stefani has received 16 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Stefani has received 16 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 03 April 2025
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Qualifications Uploaded
Stefani has not yet added their qualifications to their profile
Qualifications not yet added
Stefani has not yet added their qualifications to their profile
Transparent Fees
Stefani has not yet added their fees to their profile
Fees not yet added
Stefani has not yet added their fees to their profile
I am an experienced Independent Chartered Financial Planner. I know that no one has the same financial needs, and I therefore tailor my approach to suit you as an individual. Initially, my focus is to understand your goals through detailed planning and discussion. I then provide expert advice and practical strategies to help you achieve your financial objectives. I provide tax planning, cash flow and investment advice to: - Individuals and family groups - Business professionals - People approaching, or in retirement - Parents wanting to understand the implications of school fees - Ethically and sustainable investors I am an affiliate member of the Society of Trust and Estate Practitioners, which means that I can advise both individuals and professionals in this most challenging area. I have studied financial coaching with the Money Coaching Institute. In my spare time, I spend time with my family in Warlingham, Surrey, often spent as a taxi-driver taking my young children to their next social event.
Offers available through VouchedFor
Contact Stefani through VouchedFor and your initial 1 hour meeting or phone call will be free of charge. You can use this to discuss your situation and find out whether you feel they are a good match for you.
£430,000 Consumer Protection
Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).
About Stefani's clients
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Adviser Disclaimer
Holden & Partners is a trading name of Peter R T Holden and Partners LLP and is authorised and regulated by the Financial Conduct Authority (446291), but not all of the products and services mentioned here may be so regulated.