Senior Financial Planning Assistant
After working as a new business underwriter for Simplyhealth insurance company for over 11 years, Steph decided that she wanted to experience a change in career and was fortunate to join Paradigm Norton in 2016.
Steph works alongside Tracey Reed and Matt Goddard dealing primarily with the administrative side of financial planning. Her days are always varied and involve a mixture of responsibilities such as preparing portfolio reviews, attending client meetings, updating client records, and liaising with providers to manage recent requests. Steph is also one of our qualified first aiders in the Bristol office.
Outside of work
Steph is a member of a local netball team who regularly compete in leagues around the Bristol area. Also a keen musician, Steph’s favourite pastime is discovering new bands at some of the smaller venues in Bristol.
Talking about money might not be at the top of your agenda, but we can transform your financial journey into something conscious and rewarding. Grab a cuppa for an informal, no obligation chat with one of our experts to see if we could be the right fit for you.
Paradigm Norton Financial Planning Limited is authorised and regulated by the Financial Conduct Authority.
Our FCA Register number is 455083
Registered in England Reg
No 4220937, VAT Reg. No 918550904
