Steph Smith

Stephanie Smith

Financial Planner



About me

I am passionate about helping women to achieve the life they want for themselves and their loved ones through a holistic financial planning approach.

I combine an established background in wellbeing with fully accredited financial expertise. This unique set of skills enables me to be your safe pair of hands, guiding you through the ever changing landscape of finances.

I offer personalised support to help you grow your knowledge and confidence to make informed decisions about your finances. Together we can plan and build the financial future you are striving for.

I help my clients in all aspects of financial planning. Whether you’re buying your first home, becoming a parent, investing for the future, approaching or in retirement, my aim is to help you to get clarity on your goals and create a simple, effective plan to achieve them.

I love building long term client relationships where I can offer tailored ongoing advice for you, your family and your business needs as they evolve over time.

Check out my top technical tips on Ageing Parents below:

My details

I like helping people on:




Investment guidance


Inheritance planning


Equity Release

My qualifications:


Diploma in Financial Planning

My charging model:


Ongoing % fee