◽ Stephanie Smith Email and Phone Number
With a background in coaching and wellbeing I understand first-hand just how important good financial planning is to your overall wellbeing - now more than ever!My business starts and ends with you. Taking time to get to know you, helping you to understand underlying money beliefs and motivations, then layering the right financial planning and advice on top to help you achieve what you want from life. I aim to make the complex simple and to give you peace of mind with your personal and business finances so that you can get busy living the life you aspire to. Specialities include:• Lifestyle Financial Planning• Women's Wealth • Investment & Retirement planning• Estate & Tax Planning • Wealth Coaching Follow me on Instagram stephaniesmith.fp and Facebook @stephaniesmith.fpYour home may be repossessed if you do not keep up repayments on your mortgage.The Partner 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). The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives.SJP Approved XX/XX/XXXX
St. James’S Place Wealth Management
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Associate PartnerSt. James’S Place Wealth Management Apr 2020 - PresentSt. James's Place Wealth Management is one of the UK’s leading wealth management organisations. As a company we specialise in delivering quality, face-to-face wealth management advice with a commitment to building trusted and enduring relationships with clients. The St. James’s Place proposition is further enhanced by its distinctive approach to investment management.
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Director/OwnerEquilesse Nov 2007 - Apr 2020Leicester, United KingdomEquilesse is unique and forward thinking company which provides innovative corporate wellbeing strategies and employee wellbeing programmes designed to reduce absenteeism, increase productivity and improve employee engagement. We create bespoke programmes to meet the needs of your organisation, which can be delivered thorugh face-to-face and online solutions. The Equilesse Pilates Studio offers specialist, expert Pilates teaching through classes, workshops and 1-2-1 sessions. We regularly work closely with health professionals and medical practitioners to enable patients to move through injury-recovery-rehabilitation cycle back to full functional movement.
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Business OwnerKingsley Smith Consulting Jan 2006 - Jun 2017Leicester, United KingdomCommercial development and marketing communications consultancy
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Business Development DirectorMediamaker Ltd May 2003 - Dec 2005Nottingham, United Kingdom
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Head Of Business DevelopmentThomas Hannah & Associates Jan 2000 - Apr 2003Leicester, United Kingdom
Frequently Asked Questions about ◽ Stephanie Smith
What company does ◽ Stephanie Smith work for?
◽ Stephanie Smith works for St. James’s Place Wealth Management
What is ◽ Stephanie Smith's role at the current company?
◽ Stephanie Smith's current role is Helping time-poor professionals and business owners embrace their financial future. | Clear, personalised financial planning with a coaching approach | Financial Adviser | Wellbeing Specialist |.
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Stephanie Smith
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