Helping you make the most of your money for a brighter future

Planning for your future isn’t just about reviewing the money in your bank account, it’s also about considering how you want to live your life. What income do you have? Or savings? Who are you looking after? How long do you have until retirement? What do you want that retirement to look like? What are your goals and aspirations for yourself and your loved ones?

These are just some of the questions that will help us create a plan for you. Let’s explore your future together.

Supporting You With Financial Confidence

Wealth Wisdom for Women
The financial world often overlooks the unique challenges women face; it’s likely you’ve been paid less, taken more time away from work, have a smaller pension pot and a longer life expectancy.

Whether you’re navigating these complexities or building an ambitious future, I’m here to design a plan tailored to your needs, helping you make the most of your money and achieve your goals with confidence.
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Money Mastery
With a full and demanding life, retirement can feel like it’s suddenly just around the corner. Are you ready? In fact, what does ready even look like?

Perhaps you’ve chosen to keep on working part-time, you’re newly single, or maybe you’re caring for others; whatever your situation, don’t worry, I can help.
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Financial Services and Advice

You may know which services you’re looking for. I can help with investment, retirement planning, protection or mortgages, corporate services or intergenerational wealth management. This section will tell you more about these services, and then a conversation with me will give you confidence in which is the right one for you.

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SJP Approved 12/03/2025

The 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 www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.

Stephanie Smith
Stephanie Smith Financial Planning
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