0330 038 8941
Based in Aylesbury
View locationTop Rated 2025
Top Rated advisers have met the qualification criteria for VouchedFor's Top Rated Guide, as determined by their client feedback
Verified since: August, 2021
4.9 out of 5
Checks carried out by VouchedFor
FCA status: Certified by Firm
Stephanie is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Stephanie's status
Last checked: 19 April 2025
Stephanie is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Stephanie's status
13
Recent Client Reviews
Stephanie has received 13 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Stephanie has received 13 client reviews in the past 12 months; 100% of these have been verified
Independent Mortgage Adviser
Stephanie can advise across a wide range of mortgage products in the market. It is important to ask if Stephanie checks lenders’ direct-only deals.
Last checked: 12 February 2025
Stephanie can advise across a wide range of mortgage products in the market. It is important to ask if Stephanie checks lenders’ direct-only deals.
Qualifications Uploaded
Stephanie has not yet added their qualifications to their profile
Qualifications not yet added
Stephanie has not yet added their qualifications to their profile
Transparent Fees
Stephanie has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Stephanie has provided information on their typical fees
Stephanie has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
41
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Stephanie (based on 41 first impressions)
100% of users who are not yet clients had a positive first experience with Stephanie
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Stephanie (based on 41 first impressions)
Checks carried out by VouchedFor
FCA status: Certified by Firm
Stephanie is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Stephanie's status
Last checked: 19 April 2025
Stephanie is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Stephanie's status
13
Recent Client Reviews
Stephanie has received 13 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Stephanie has received 13 client reviews in the past 12 months; 100% of these have been verified
Independent Mortgage Adviser
Stephanie can advise across a wide range of mortgage products in the market. It is important to ask if Stephanie checks lenders’ direct-only deals.
Last checked: 12 February 2025
Stephanie can advise across a wide range of mortgage products in the market. It is important to ask if Stephanie checks lenders’ direct-only deals.
Qualifications Uploaded
Stephanie has not yet added their qualifications to their profile
Qualifications not yet added
Stephanie has not yet added their qualifications to their profile
Transparent Fees
Stephanie has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Stephanie has provided information on their typical fees
Stephanie has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
41
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Stephanie (based on 41 first impressions)
100% of users who are not yet clients had a positive first experience with Stephanie
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Stephanie (based on 41 first impressions)
My career in the financial services market started way back & has stretched for over 20 years in varying different roles from basic admin, insurance claims to mortgage underwriting. Having been a qualified Mortgage Advisor for many years with a wealth of knowledge & experience, I more recently took the leap into Equity Release, as the market is ever evolving & continues to do so. I am proud & honoured to be working with Viva Retirement Solutions – a company which is so highly regarded within the market & industry, that I jumped at the chance to become a part of the team. Having assisted many clients over the years, from young First Time Buyers, to retired folk who wish to have a better & more comfortable lifestyle in retirement, I feel that my personable skills, eye for detail & strong sense of customer satisfaction will assist with all of my new clients I am yet to meet. Viva Retirement Solutions has the same customer focus that I do, with this as their company mantra & ethos, that I feel the partnership & working with the great team at Viva, is a winning combination. I am able to advise on all manner of mortgages & protection so that I can really drill down to what is best for the client. If Equity Release isn’t the right solution, I will be able to advise a better, more suitable route to assist my clients achieve their goals & dreams.
£430,000 Consumer Protection
Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).
About Stephanie's clients
Based on responses provided by clients who have reviewed this adviser
Clients' level of financial expertise
Household income
Mortgage value
Savings
Clients' level of financial expertise
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