0330 038 8941
Based in Newcastle-upon-Tyne
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: July, 2024
5 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: 16 May 2025
Stephanie is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Stephanie's status
15
Recent Client Reviews
Stephanie has received 15 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Stephanie has received 15 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 January 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
Stephanie has not yet added their qualifications to their profile
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Stephanie has not yet added their qualifications to their profile
Transparent Fees
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Stephanie has not yet added their fees to their profile
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: 16 May 2025
Stephanie is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Stephanie's status
15
Recent Client Reviews
Stephanie has received 15 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Stephanie has received 15 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 January 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
Stephanie has not yet added their qualifications to their profile
Qualifications not yet added
Stephanie has not yet added their qualifications to their profile
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
Imagine having the financial freedom to pursue your passions, travel the world, or simply enjoy peace of mind. That's what I strive to deliver for my clients every day. Let's work together to make your financial dreams a reality. I've dedicated my life to helping people achieve their financial dreams. Since starting in this industry at just 18, I've cultivated over 14 years of experience, earning qualifications that place me in the top 2% of financial advisers nationwide. I work with a diverse range of clients, from ambitious young professionals to those enjoying their retirement and everyone in between, I provide tailored financial strategies to suit each client's unique needs and goals. Whether you're looking to build wealth, secure your family's future, or plan a comfortable retirement, my expertise ensures your financial roadmap is clear and attainable. Your financial success is my mission.
£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
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