Meet Stephanie

At work

Stephanie has worked in financial services since 2019 and is an important member of our administration team.

As a Financial Administrator, her role involves supporting advisers and clients across a wide range of day-to-day activities. This includes corresponding with clients, submitting new business, maintaining our back-office systems and providing dedicated support to our advisers. Stephanie regularly interacts with clients by telephone and email, helping to answer queries and ensure they receive a professional and efficient service.

At home

Outside of work, Stephanie enjoys spending time with friends, keeping active through reformer Pilates and making the most of opportunities to get out for walks when the British weather allows.

Much of her spare time is currently spent decorating the home she and her partner purchased last year. Whilst the project has presented its fair share of challenges, she finds it both rewarding and enjoyable to see the transformation taking shape.