Stephanie Smith
DIP PFS, Certs CII MP & ER, Certificate in Planning and Long Term Care
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.
Accreditations
Prestigious industry status recognises the value I place on my development and gives clients the confidence that they are supported by one of the UK’s leading wealth professionals.
Click on the accreditations for more information
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.
