After gaining several years’ experience in her financial career as Account Manager at Curtis Banks, a Bristol-based SIPP provider, Steph moved to bdhSterling as an Administrator in 2014. She has served as bdhSterling’s Client Manager since January 2016 and specialises in SIPP, drawdown, overseas transfers and building relationships with key service providers.
Steph holds a BA (Hons) in Marketing from the University of West of England and has an R04 qualification. She is currently working towards her Financial Planning Diploma.
Steph is from the Forest of Dean and is also a charity trustee who enjoys live music and red wine.