About me | Stephanie Smith Financial Planning

Helping you to financial confidence

For me - numbers are just a tiny part of financial planning; the important part is about understanding you and what drives you, then solving problems and creating a plan that brings you confidence and peace of mind.

Here’s the thing: I never set out to become a financial planner.

My career has taken twists and turns, from computer programming and systems analysis to IT training and business development. A serious riding accident led me to Pilates and a shift into wellbeing coaching, helping people with chronic conditions find their path. So why financial planning?

It’s about making a difference and helping people create the future they want.

For some people, thinking about your financial future can feel overwhelming. I’ll cut through complexity to show you the impact a financial strategy can have on your life and wellbeing.

Numbers are just a tiny part of financial planning; the important part is about understanding you and what drives you, then solving problems and creating a plan that brings you confidence and peace of mind.

I’m endlessly curious, fascinated by people, and always learning, which is why financial advice is such a great fit for me - my analysis skills, creativity, and care for your future are all tied up into one package.

How I work

I know that some people avoid financial advisers; perhaps they think that if you’re interested in money markets and numbers, you won’t be interested in people. That’s not true.

Your money provides the vehicle to reach the future you want, and the right advice will help you navigate the journey.

I work with many people who - having never been shown how to understand their finances - lack confidence in managing their money. Whatever the reason for this, my job is to make the complex simple, giving you clarity and confidence in your financial plan.

I’ve chosen to be a Partner of St. James's Place because, as well as being the UK’s largest wealth managers, their values align with mine - providing invaluable advice and solid foundations for our clients.

Whether you’re ready to arrange a call right now or want some more information, I’d love to help.