Steph started her career in financial services after graduating from university in 2010, by working for a large SIPP provider in Bristol. It was there that Steph worked as bdhSterling’s Account Manager and established the foundations for her relationship with the bdhSterling team.
Steph joined bdhSterling in April 2014 as an Administrator, quickly moving to Senior Administrator and then transitioned to the Client Manager overseeing the Administration team.
Nowadays, Steph heads up the Paraplanning team and ensures delivery of first-class advice to bdhSterling clients and advisers. Steph combines her passion for pension transfer strategies and client satisfaction by working closely with the Administration, Operations and Adviser teams to develop and deliver the very best financial solutions for clients.
Steph holds a BA (Hons) in Marketing from the University of West of England and the Diploma in Regulated Financial Planning. Steph is studying towards Chartered status.
Steph’s two great loves are pensions and wine (usually not together)! When back in her native West Country visiting family and friends, Steph can be found enjoying the latter. Steph also enjoys watching live music, reading and painting.
Title: Paraplanning Manager