Stephanie Smith
Stephanie Smith Financial Planning
Minimum savings/pensions: Any amount
Minimum mortgage: Over £100,000
0330 038 8939
Based in Wigston
View locationChecks carried out by VouchedFor
FCA Regulated
Stephanie and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 19 December 2025
Stephanie and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
10
Recent Client Reviews
Stephanie has received 10 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Stephanie has received 10 client reviews in the past 12 months; 100% of these have been verified
Restricted Financial Adviser
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
Last checked: 18 August 2025
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
7
Qualifications Uploaded
Stephanie has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
7 qualification certificates 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
9
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Stephanie (based on 9 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 9 first impressions)
Financial planning isn’t just about numbers - it’s about your dreams, your security, and the life you want. I take a people-first approach, blending analysis with empathy to make financial planning clear and empowering. I cut through complexity, so you feel confident, in control, and excited about your future. Let’s create a plan that brings you peace of mind and the freedom to focus on what truly matters. Your home or other property may be repossessed if you do not keep up repayments on your mortgage. The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested. An investment in equities does not provide the security of capital associated with a deposit account with a bank or building society. The levels and bases of taxation and reliefs from taxation can change at any time. The value of any tax relief depends on individual circumstances. This Partner/Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management Plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group's wealth management products and services, more details of which are set out on the Group's website at www.sjp.co.uk/products. The ‘St. James’s Place Partnership’ and titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James’s Place representatives. SJP Approved xx/xx/xxxx