0330 038 8942
Based in Ingatestone
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: November, 2021
4.9 out of 5
Checks carried out by VouchedFor
FCA Regulated
Steph and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 21 October 2025
Steph and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
3
Recent Client Reviews
Steph has received 3 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Steph has received 3 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: 11 June 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.
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I studied Business Management at Essex University whilst working at HarperLees doing scanning and officially joined the team on a permanent contract in 2008. This transitioned into an apprenticeship and my previous role as a Paraplanner. My career moved forward again as I completed my Chartered Financial Planner exams and, as well as being a Director, I am now in the Financial Planner role. I help clients to realise their bucket lists through the financial planning journey. HarperLees is one of a relatively small number of firms providing full Lifestyle Financial Planning; encompassing a true understanding of our clients’ needs before organising the relevant financial support.