Stephanie provides administration support for independent financial adviser Darren Bilkey who serves clients in Cornwall, Devon and London.
Whether it’s processing documentation for a new investment application, assisting with top-ups and withdrawals for existing pensions or preparing a client review pack, Stephanie manages this process this promptly and professionally. Stephanie joined TFA in 2019 and receives excellent feedback from her adviser and clients alike. Her focus is to ensure that every client receives an excellent experience from beginning to end, every time.
Experience and background
Stephanie started her career in financial services as an apprentice, working with a firm of Independent Financial Advisers based in Cornwall and joined TFA towards the end of 2019 to work with IFA Darren Bilkey.
Stephanie works in partnership with our independent financial advisers and the relevant product providers to ensure a seamless service is provided to you, our client, keeping you up to date throughout the process. Stephanie provides that additional point of contact for you, ensuring any questions you may have are responded to promptly.
Stephanie is based in St Austell and works with TFA Independent Financial Adviser Darren Bilkey, who has clients who are based in Devon, Cornwall and Londond and various towns and villages throughout the South and South West of England.
You can contact Stephanie on 01726-213296. Or you can complete our enquiry form below and Stephanie will respond to you as soon as she can
You can contact Stephanie Thompson on 01726 213296 or complete our enquiry form.
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