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    Steph Smith

    Stephanie Smith

    Financial Planner

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    Leicestershire

    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 with

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    Divorce

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    Investment guidance

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    Inheritance planning

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    Equity Release

    My qualifications:

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    Diploma in Financial Planning

    My charging model:

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    Ongoing % fee

    Boring Money is not regulated or authorised to give personal financial advice. We aim to provide information, general pointers, tips and ideas, but those wanting personalised advice or specific instructions on what to do or buy should seek out the services of a financial adviser. In these relationships you pay for advice, they tailor everything to you, and you have redress if you get dodgy advice.

    That said, we work very hard to bring you accurate, timely and impartial information; to work with the industry to bring you helpful, actionable information – and to serve it all up in a way which helps and makes sense. Our promise to you is that we never say anything we don’t mean; we don’t say someone’s good if we don’t think they are; and we are super transparent on our Best Buys – how we score it and why providers make the cut.