Stephanie Garwood
Kingsley
Independent Financial Adviser
T: 01420 488881
E: stephanie.garwood@pil.uk.com
A: Chandlers House, Ganders Business Park, Kingsley, GU35 9LU
Experience: After a long and fulfilling career in teaching I decided to pursue my interests in investment and finance so decided to change career and retrain to become a financial adviser. I wanted a career where I could support families achieve their financial goals. I joined Protection and Investment in 2023 and hold the CII level 4 Diploma in Regulated Financial Planning and CII Level 3 Certificates in Mortgage Advice and Equity Release. From younger clients buying their first property, to those who are considering how to pass wealth on to the next generation, I provide a holistic service where the client’s needs and wants are fully considered into the financial decision process. My areas of expertise include pensions and investments, inheritance tax and estate planning, mortgages including equity release and protection.
Family
Stephanie is married to her husband Matthew, and they have two grown up daughters.
Interests
Stephanie enjoys spending time walking her dog with her family in the local countryside and socialising with friends.
Client testimonials
I seek to develop long-term client relationships, built upon mutual trust enabling us to provide a valuable bespoke service. We want to work in tandem with you and enable you to have the best chance of achieving your goals.
“Steph was very clear in what she explained so we could understand how to sort out our finances for the future.” Mrs C
“Friendly and confident.” Mr C
My areas of expertise
Mortgages
Protection
Equity Release
Saving and Investing
Estate Planning
