Steph has almost 20 years’ of experience working in financial services, with a career which started in banking where she supported both individuals and businesses with their financial needs. Her focus has always been to build strong long-term relationships with her clients, really focussing on their needs and objectives both now and in the future.
Steph joined Prosperity Wealth in 2020 providing financial planning in many areas, to include pensions, investments, protection, inheritance tax and equity release. This extends into Prosperity Commercial where she assists clients in sourcing commercial mortgages, buy-to-let mortgages, bridging loans, asset finance and invoice finance, to name but a few.
Steph’s clients include the directors & shareholders of businesses, where she can advise on both their personal financial needs, alongside those of the business to put together a holistic and long-term plan. She has found there to be many synergies in being able to advise across both areas, especially for those clients looking to exit their businesses in the future.
Outside of Prosperity, Steph loves to go to the theatre and to concerts, walk her dogs, go to the gym and spend time with family and friends.