Stephanie Thompson
Stephanie Thompson
Senior Wealth Administrator
Wealth Administrator
Stephanie Thompson plays a vital role in providing administrative support for independent financial adviser Darren Bilkey, who caters to clients across Cornwall, Devon, and London.
From processing documentation for new investment applications to assisting clients with pension top-ups and withdrawals, Stephanie handles these tasks efficiently and professionally. Since joining TFA in 2019, she has consistently received outstanding feedback from both her adviser and clients. Stephanie is dedicated to ensuring that every client enjoys a seamless and positive experience from start to finish.
Experience and background
Stephanie began her career in the financial services sector as an apprentice with a firm of Independent Financial Advisers in Cornwall. She joined TFA at the end of 2019 to support Darren Bilkey in his advisory work.
Services offered
Working closely with our independent financial advisers and relevant product providers, Stephanie ensures that clients receive a smooth and transparent service throughout their journey. She serves as an essential point of contact, promptly addressing any questions or concerns clients may have.
Locations covered
Based in St Austell, Stephanie collaborates with Darren Bilkey, who serves clients throughout Devon, Cornwall, and London, as well as various towns and villages in the South and South West of England.
For inquiries, you can reach Stephanie at 01726-213296 or fill out our enquiry form below, and she will respond as soon as possible.
You can contact Stephanie Thompson on 01726 213296 or complete our enquiry form.
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