0330 038 8941
Based in Coventry
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: October, 2023
4.6 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: 08 July 2025
Stephanie is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Stephanie's status
8
Recent Client Reviews
Stephanie has received 8 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Stephanie has received 8 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 05 February 2025
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
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 not yet added their fees to their profile
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Stephanie has not yet added their fees to their profile
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: 08 July 2025
Stephanie is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Stephanie's status
8
Recent Client Reviews
Stephanie has received 8 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Stephanie has received 8 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 05 February 2025
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
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 not yet added their fees to their profile
Fees not yet added
Stephanie has not yet added their fees to their profile
After working in various areas of financial services since 2017, I have found that a collaborative approach is the best way of supporting my clients with their short, medium and long-term needs. My goal as an Independent Financial Adviser is to build long term relationships with regular contact which is based on trust, knowledge building and communication because circumstances can easily change, however having a holistic plan means we can address, assess and amend. Outside of work I am an avid lover of history (particularly the medieval period), visiting cities and sites, and I also quiz regularly with a group of friends.
Offers available through VouchedFor
Contact Stephanie through VouchedFor and your initial 1 hour meeting or phone call will be free of charge. You can use this to discuss your situation and find out whether you feel they are a good match for you.
£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
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Adviser Disclaimer
AFH Wealth Management is a trading style of AFH Independent Financial Services Limited, which is authorised and regulated by the Financial Conduct Authority. www.fca.org.uk/register . Financial Services Register no. 216704. Registered in England and Wales. Company no. 04049180. Registered Office: AFH House, Buntsford Drive, Stoke Heath, Bromsgrove, Worcestershire, B60 4JE. AFH Independent Financial Services Limited is a wholly-owned subsidiary of AFH Financial Group Ltd (company no: 07638831).