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Testimonials
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I had Stephanie recommended to me via a mortgage adviser, her service has been great. We had a number of one-to-one meetings. Stephanie helped me fully understand the service and took time to understand my circumstances to tailor a personal plan. I was particularly happy with her flexibility; she ga...
Abigail Vallis
Stephanie kindly agreed to provide an online session for my team followed by 121 meetings with individual team members. The sessions have been incredibly insightful, thorough and interactive. Stephanie answered all questions with expert knowledge and empathy. Also - I have received incredible feedba...
Magda Buczkowska| Senior Office and Engagement Manager, Bristol
Steph Beddie came to our office and gave a presentation to our staff covering a range of financial matters. She was absolutely brilliant and really helped them understand how important planning for their financial future is. Quite a number of our team also had 1-2-1's with Steph - the feedback ...
Nicki Cooper| Managing Director, Melksham, Wiltshire
My partner and I received extremely constructive and informative advice from our St. James's Place financial adviser, Steph. She talked us through our options and made sure she understood the choices available to us, providing us with reassurance where necessary. This type of advice is invaluable an...
Ed Kent| Civil Servant, Bristol
Stephanie has partnered with my employer to offer on-site 1:1 financial planning sessions. At the time of arranging the initial meet with Stephanie, my wife and I were expecting our first child; I wanted to talk to an expert about our protection gap to secure our futures against any unforeseen turbu...
Joe Nott, Senior Business Analyst, Sedgeberrow
I cannot recommend Stephanie Highly enough - her in depth knowledge, attention to detail, first class advice & support has been invaluable. We now have a much better understanding about pensions and both take great comfort in the fact that we have Stephanie as our go to person. I have and will conti...
Jo Richards, Authorised Distributor Utility Warehouse, Bristol
I've always felt comfortable discussing my financial planning requirements with Stephanie. That comfort stems from the fact that Stephanie comes across as someone who places my interests at the forefront of any discussion. The holistic approach that Steph brings alerted me to bring other things like...
Mohammed, Software Analyst
I’d like to thank Stephanie for her excellent financial advice and support with planning. She has made the whole process as seamless as possible, through flexible appointment times and taking the load in terms of completing the forms and paperwork. Approachable, friendly and highly professional. I h...
Natalie R Morris, Speech & Language Therapist, Bromsgrove
Stephanie's pension advice following divorce literally positively changed the whole retirement landscape that lay ahead. She explained everything in terms that were understandable and I cannot thank her enough. Since then she has also taken care of my investment needs. She is a true professional, so...
Name Supplied
Stephanie is a highly professional individual who always puts my needs first. My experiences with Stephanie have been first class and I would happily recommend her business to others. We have developed a very strong rapport and I look forward to receiving further advice from her in the coming years ...
Simon Brown, Wealth Management, Bristol
This is a professional with morals and integrity, and a great personality to match! Stephanie provides an objective eye into the complex world of finance, ensuring I get the best service and products to suit my needs. Everything is explained in clear, jargon free language taking the time to ensure m...
David Shatti, Doctor, Bristol
From the moment I started working with Stephanie I knew she would have my best interests at the heart of any decisions she helped me make. I had a major change in circumstances which required a complete rethink about my finances. Stephanie took great care to understand my needs fully including my ap...
Verity Prest, Deputy Branch Manager, Mynyddbach Chepstow
I had Stephanie recommended to me via a mortgage adviser, her service has been great. We had a number of one-to-one meetings. Stephanie helped me fully understand the service and took time to understand my circumstances to tailor a personal plan. I was particularly happy with her flexibility; she ga...
Abigail Vallis
Stephanie kindly agreed to provide an online session for my team followed by 121 meetings with individual team members. The sessions have been incredibly insightful, thorough and interactive. Stephanie answered all questions with expert knowledge and empathy. Also - I have received incredible feedba...
Magda Buczkowska| Senior Office and Engagement Manager, Bristol
Steph Beddie came to our office and gave a presentation to our staff covering a range of financial matters. She was absolutely brilliant and really helped them understand how important planning for their financial future is. Quite a number of our team also had 1-2-1's with Steph - the feedback ...
Nicki Cooper| Managing Director, Melksham, Wiltshire
My partner and I received extremely constructive and informative advice from our St. James's Place financial adviser, Steph. She talked us through our options and made sure she understood the choices available to us, providing us with reassurance where necessary. This type of advice is invaluable an...
Ed Kent| Civil Servant, Bristol
Stephanie has partnered with my employer to offer on-site 1:1 financial planning sessions. At the time of arranging the initial meet with Stephanie, my wife and I were expecting our first child; I wanted to talk to an expert about our protection gap to secure our futures against any unforeseen turbu...
Joe Nott, Senior Business Analyst, Sedgeberrow
I cannot recommend Stephanie Highly enough - her in depth knowledge, attention to detail, first class advice & support has been invaluable. We now have a much better understanding about pensions and both take great comfort in the fact that we have Stephanie as our go to person. I have and will conti...
Jo Richards, Authorised Distributor Utility Warehouse, Bristol
I've always felt comfortable discussing my financial planning requirements with Stephanie. That comfort stems from the fact that Stephanie comes across as someone who places my interests at the forefront of any discussion. The holistic approach that Steph brings alerted me to bring other things like...
Mohammed, Software Analyst
I’d like to thank Stephanie for her excellent financial advice and support with planning. She has made the whole process as seamless as possible, through flexible appointment times and taking the load in terms of completing the forms and paperwork. Approachable, friendly and highly professional. I h...
Natalie R Morris, Speech & Language Therapist, Bromsgrove
Stephanie's pension advice following divorce literally positively changed the whole retirement landscape that lay ahead. She explained everything in terms that were understandable and I cannot thank her enough. Since then she has also taken care of my investment needs. She is a true professional, so...
Name Supplied
Stephanie is a highly professional individual who always puts my needs first. My experiences with Stephanie have been first class and I would happily recommend her business to others. We have developed a very strong rapport and I look forward to receiving further advice from her in the coming years ...
Simon Brown, Wealth Management, Bristol
This is a professional with morals and integrity, and a great personality to match! Stephanie provides an objective eye into the complex world of finance, ensuring I get the best service and products to suit my needs. Everything is explained in clear, jargon free language taking the time to ensure m...
David Shatti, Doctor, Bristol
From the moment I started working with Stephanie I knew she would have my best interests at the heart of any decisions she helped me make. I had a major change in circumstances which required a complete rethink about my finances. Stephanie took great care to understand my needs fully including my ap...
Verity Prest, Deputy Branch Manager, Mynyddbach Chepstow
I had Stephanie recommended to me via a mortgage adviser, her service has been great. We had a number of one-to-one meetings. Stephanie helped me fully understand the service and took time to understand my circumstances to tailor a personal plan. I was particularly happy with her flexibility; she ga...
Abigail Vallis
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SJP Approved 15/01/2026
The Partner Practice 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) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.
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