Stacey joins Herbert Scott as a Chartered Financial Planner after moving from Birmingham where she was born and bred to live the southern life in Brighton, well Hove Actually. Stacey was looking to join a company that aligns their values with hers of putting the client first and Herbert Scott was the perfect fit.
Stacey gained Chartered Financial Planner status in 2020 and achieved a Fellowship of the Chartered Insurance Institute in 2020, the highest level of qualification you can accomplish within the profession. Although she doesn’t want to stop there, her next qualification venture will see her gain further knowledge within ESG and ethical investing, a topic she is incredibly passionate about.
Stacey brings over 15 years of experience within the financial services profession, working within a private bank, small IFAs and until recently the largest IFA in the UK working with clients from all walks of life. She has been featured in The Times as a top-rated financial adviser in the UK.
Outside of work, Stacey can be found doing DIY on her new home (to her husband Sean’s dismay), yoga, tennis, driving ranges and enjoying wine