0203 544 6810
Based in High-Holborn
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: February, 2016
4.7 out of 5
Checks carried out by VouchedFor
FCA status: Certified by Firm
Stephanie is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Stephanie's status
Last checked: 01 August 2025
Stephanie is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Stephanie's status
26
Recent Client Reviews
Stephanie has received 26 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Stephanie has received 26 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: 14 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.
1
Qualifications Uploaded
Stephanie has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
1 qualification certificate available to view
Stephanie has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Stephanie has not yet added their fees to their profile
Fees not yet added
Stephanie has not yet added their fees to their profile
4
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Stephanie (based on 4 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 4 first impressions)
Checks carried out by VouchedFor
FCA status: Certified by Firm
Stephanie is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Stephanie's status
Last checked: 01 August 2025
Stephanie is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Stephanie's status
26
Recent Client Reviews
Stephanie has received 26 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Stephanie has received 26 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: 14 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.
1
Qualifications Uploaded
Stephanie has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
1 qualification certificate available to view
Stephanie has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Stephanie has not yet added their fees to their profile
Fees not yet added
Stephanie has not yet added their fees to their profile
4
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Stephanie (based on 4 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 4 first impressions)
I am a chartered financial planner specialising in advising successful executives, professionals, business owners and their families. I help them make informed decisions about their money to achieve true financial independence. I offer comprehensive, objective financial advice to clients who desire a high level of personal service and I aim to build lasting, meaningful relationships based on trust, integrity and superior client services.
Offers available through VouchedFor
Contact Stephanie 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 Stephanie's clients
Based on responses provided by clients who have reviewed this adviser
Clients' level of financial expertise
Household income
Mortgage value
Savings
Clients' level of financial expertise
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