Claire Stevens

SENIOR PARAPLANNER

I undertake research and write the suitability reports for clients. I’m currently one exam away from achieving Chartered Financial Planner status.

At work

I’ve worked in the financial services profession for 19 years, starting as a PA and working my way up from administrator to paraplanner. I’ve worked for both large corporate financial companies as well as small boutique ones. I have the Certificate in Financial Services, Diploma in Financial Services and I’m currently one exam away from achieving Chartered Financial Planner status.

On a day-to-day basis, I undertake research and write the suitability reports for clients, liaising with the administration team and financial planner. I attend client meetings as and when appropriate and keep in contact with our clients.

Certificate in Financial Planning.

This qualification develops knowledge and understanding of the financial services industry in general, including regulation and legislation, and the fundamental aspects of customer service, administration and marketing in financial services, and key retail investment products.

CF1

UK financial services, regulation & ethics. The objective of this unit is to develop an understanding of the financial services industry including regulation and legislation.

CF2

Investment and Risk. This examination assesses a knowledge and understanding of investment products and the risks involved.

CF4

Retirement Planning. This examination assesses a knowledge and understanding of the various pension products, the pension tax regime and retirement needs.

CF5

Integrated Financial Planning. This module provides a solid grounding in the financial services industry and its regulation.

R05

Financial Protection.
This qualification assesses a knowledge and understanding of an ability to analyse financial protection planning issues.

Diploma in Financial Planning.

This qualification develops advanced technical knowledge and understanding across a broad range of key advisory areas.

R01

Financial Services, Regulation and Ethics. This qualification assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.

R02

Investment Principles. This qualification assesses a knowledge and understanding of investment products and the application of the investment advice process.

R03

Personal Taxation. This qualification assesses a knowledge and understanding of the UK taxation system, and the ability to analyse the taxation treatment of individuals and trusts during the investment advice process.

R04

Pensions and Retirement Planning. This qualification assesses a knowledge and understanding of an ability to analyse pension and retirement planning issues.

J02

Trusts. At the end of this unit, candidates should be able to demonstrate an understanding of the: legal principles associated with the creation and management of a trust; main types of trusts that are common in the UK; taxation considerations relevant to trusts.

J10

Discretionary Investment Management. At the end of this unit candidates should be able to analyse and apply financial information and portfolio management skills.

AF1

Personal Tax and Trust Planning. This examination assesses the candidate to develop in-depth financial planning skills related to personal tax and trusts.

AF4

Investment Planning.
This examination assesses the candidate to develop in-depth financial planning skills related to investments and the management of investment portfolios.

AF5

Financial Planning Process. This examination assesses the candidate to develop an understanding of the financial planning process when giving advice to clients.

Initially, I approached Paul for help with a mortgage, but we're now looking at where to best place my savings and my future planning for retirement. I've received sound and elaborate advice.

David Beugelsdijk

London

Client since 11/02/2016

Paul has always worked hard to research the full market to find the right mortgage deal for me. Paul is not affiliated to any lenders so I always get the most competitive rates available. I receive completely impartial financial advice which is tailored to my personal needs.

Alan Shrubsole

Kent

Client since 14/06/2013

Paul explained everything very clearly and took the time to find out about my financial history so he could better understand what would be the best option for me.

Diane Daniels

Kent

Client since 24/07/2019

Paul was recommended to us to help with Inheritance Tax planning. The service exceeded our expectations and we have been pleased with the outcome.

Carole Pettipher

Kent

Client since 20/09/2019

Paul was very honest and open and made sure that I understood every step. There's nothing that he could have done better.

Sarah Simpson

Kent

Client since

Fingerprint Financial deal with our pensions, insurances, mortgages, long-term planning and Inheritance Tax planning. Paul's experience and knowledge in all these areas has been invaluable in ensuring our financial outcome and future is secure, planned and constantly managed.

Simon Yiakoumi

Kent

Client since

Shane, Helen and the entire team at Fingerprint was and have always been very helpful, honest, fair and kind. Thank you so much for helping me!

Whitney Henry

Kent

Client since 30/08/2018

After some time worrying about my pension, Fingerprint Financial Planning has located pensions I would never have found. I'm very happy with the good service and would recommend to friends and family.

Stephen & Louise Johnson

Kent

Clients since 01/08/2019

Absolutely fantastic service. The staff are amazing, friendly but very professional and quick to respond to any questions. We would thoroughly recommend Fingerprint to anyone requiring financial advice.

Diane & Trevor Daniels

Kent

Clients since 24/07/2019

Excellent service. This isn't just a mortgage broker or a financial and wealth planner, this is a full service financial advisory service. The staff are friendly, efficient and work at pace. In today's world of ticking boxes and scripted replies, it's refreshing to get a personal touch.

Duane Bridger

Kent

Client since 14/03/2019

Highly recommended. Professional, friendly people who are very knowledgeable and helpful. They put your mind at ease because they know their stuff.

Karen Watson

Kent

Client since 01/05/2019

Fantastic service, very professional, informative and probably the best service I have received in this field. Good people, ethical and would certainly recommend them as a business to anyone!

Ali Baghdadchi

London

Client since 01/05/2019

Truly friendly, professional, dedicated to one's strategy.

Ml Mena

London

Client since 09/11/2018

Very clear and concise, every step of the way when dealing with our remortgage requirements. Big thank you especially to Paul, and to Harriet. Highly recommended.

Luke & Jess Armour

Kent

Clients since 10/07/2019

I have used Fingerprint Financial Planning a couple of times now to set up a new mortgage or to remortgage for a better deal. On every occasion, they have been professional and accommodating, and importantly carry out the donkey work of looking for the best deals on the market - all for a reasonable one-off fee. Highly recommended!

Matthew & Anna Southwood

East Grinstead

Clients since 02/10/2018

From start to finish the guys at Fingerprint Financial were incredible! They ensured my mortgage went through smoothly and continued with their professional support right up until I was settled in my new home. Responsive customer service from Victoria, who I highly recommend to all my friends and family and will continue to use in the future myself.

Sarah Coe

Kent

Client since

I received a very good service from Fingerprint Financial Planning and would recommend them to anyone.

Dave Hodson

Kent

Client since 24/07/2019

Exceptional service once again, quick, efficient and smooth service as always.

Grant & Gemma Edwards

Kent

Clients since 05/09/2019

I have been using Fingerprint Financial Planning for four years now. The team are extremely helpful and friendly and I would highly recommend them.

Daisy Barr

Kent

Client since 09/11/2016

I cannot praise this company enough. Especially, Shane Brockwell - he is my hero! At a time when there was so much stress in my household, Shane arrived, calmed me down, almost immediately saved me £230 a month on my mortgage payments and has found a far better product for when I am ready to buy our new house. Thank you, Shane and Co. You rock!!!

Sarah Palmer

Kent

Client since 17/11/2019

Shane and the team are very knowledgeable and efficient, managing to find me a mortgage on a property that had its complications. I was very happy with the professional service and would absolutely use them again. Recommended!

Isabel Pritchard

Bristol

Client since 19/07/2019

I am a landlord with four properties as well as my own home and have used Fingerprint Financial Planning for all my mortgage needs for over 10 years. They are knowledgeable, efficient and incredibly supportive. I would certainly recommend them.

Noel Vengan

Kent

Client since 17/06/2009

I thought I was fairly money savvy, but after speaking with the small, really friendly non-judgemental team, they gave me other options I had not thought about. Fingerprint Financial Planning's advice has put me in a great place. With very important financial decisions small or large you can trust Fingerprint for the very best advice and service.

Peter Jones

Kent

Client since 31/05/2019

Friendly and competent staff. Fingerprint Financial Planning treats you as a valuable customer. A pleasure to work with this company. Always available on the other side of the line. Regular feedback. I can highly recommend Fingerprint.

Suzette Datema

Kent

Client since 02/05/2018

A great service that I have used a few times, and I can't recommend highly enough. Always someone who is happy to answer your calls and help you. They also get back to you in a timely manner...a refreshing approach to business.

James Hollands

Kent

Clients since 02/04/2019

Right from the beginning to the very end, Shane and his team have been very helpful. Giving me the best advice and looking for a suitable mortgage deal. Many thanks, guys!

Tony Ejoh

Kent

Client since 02/08/2019

Great team and very helpful. Made the process of buying our house a lot easier.

Rebecca Zacharow

Kent

Client since 17/04/2018

An absolutely outstanding company. I got introduced by a friend years ago now and I have been using them ever since. The team in the office are all very polite and helpful, nothing is too much trouble. If you’ve not used Fingerprint Financial Planning yet, it’s time you did!

Gary Macey

Kent

Client since 15/07/2015

They go out of their way to help and make you feel valued.

Amy Singh

Kent

Client since 09/07/2017

Excellent service; highly, highly recommend this company.

Lisa Cole

Client since 22/02/2018

We have been working with Shane at Fingerprint for the last three or so years. Our needs have not been straightforward but Shane has been there 100% for us, organising the best mortgage deal and brilliant life insurance cover. We couldn't recommend him and Fingerprint Financial Planning enough - thank you!

Sharon Henry

Devon

Client since 19/07/2019

Highly recommended, friendly and very personal service. Thank you!

Cody Squire

Ipswich

Client since 02/01/2018

I would most definitely recommend this company to anyone wanting financial advice or mortgages, as the deals they can get are much better than you could find independently... Thank you so much again for all of your help and advice.

Paula Smallwood

Kent

Client since 28/03/2019

Absolutely fantastic; very, very high standard of customer service; exceptional knowledge; very friendly and easy to talk to an adviser. I would recommend them to anyone; Fingerprint, you have gained our trust and loyalty. Thank you.

Kat Nowak

Kent

Client since 10/01/2019

In the spotlight

The one thing I’m most passionate about is:

My three chocolate Labradors

On an ideal weekend, you can find me:

Running in the park, watching my hockey team, walking my dogs and spending time with my family

My favourite holiday destination is:

Mauritius

My favourite song to play in the car is:

The Killers ‘Mr Brightside’

The first album I bought was:

Now That’s What I Call Music 2

If I could be any fictional character, I would be:

Supergirl (as I’d love to fly!)

If I could turn any activity into an Olympic sport, I would win a medal in:

Sleeping

When the dessert menu arrives, I’m looking for:

Chocolate profiteroles

The three qualities that draw me to new people are:

Sense of humour, honesty, humility

My pet peeve is:

Rudeness

The best gift I’ve ever received is:

An engagement ring

The three people at my dream dinner party would be:

Lee Mack, Phil Tufnell, Tom Bradby

The three small things that make my day better are:

Coffee, laughing, my dogs greeting me when I get home

The proudest moment of my career so far is:

Passing all my exams

The three things I love most about my job are:

Helping clients meet their goals, analysing information, working closely with others

The types of people I most enjoy working with are:

Helpful, friendly, knowledgeable

At home

I enjoy keeping fit and have played hockey for Gravesend for a number of years, although having sustained a few injuries, I’m now mainly a cheerleader!

I’ve started participating in Parkrun on a Saturday morning (5K) in Shorne Woods and occasionally take my dogs with me. I have two chocolate Labradors which I breed with my partner, and we enjoy long walks in the countryside with them and our dog-loving friends.

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