Stephanie Twidale Stephanie Twidale

Stephanie Twidale

Client Director, Personal Wealth

With over a decade of retail, pensions and employee benefits experience, I focus on corporate strategy and proposition development, ensuring we provide a great service to our corporate clients and their people through our financial wellbeing programmes.

I’m passionate about reshaping public perception of financial services, so I’m delighted to be building a disruptive guidance and advice proposition to improve financial wellbeing across the workplace. I have a Bcomm (Investment Management), Postgraduate diploma in Financial Planning and an MBA. I’m a CFP® designate and FPI member.

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