Stacey Seaborne

Areas of expertise

The area of focus for me is working with clients who are going through a pivotal point in their lifetime,
whether it be a client going through a divorce that requires expert advice on pension sharing pre and post
settlement. Or supporting a family where there has been a loss the beneficiaries want support in understanding how to structure the estate. I also work closely with clients providing advice around estate and later life planning, helping to mitigate tax implications and increase the wealth that can pass on through generations.

A final passion of mine is providing advice on pension provision and advocating to the younger generations the importance of this provision to reduce the pension deficit gap between gender's in later life.

Experience

Financial Planner with 9 years financial services experience.

Notable client work and achievements

I was recently nominated for the Women's Financial Adviser of the year for the South West.

Professional qualifications and memberships

Diploma in Financial Planning.
Advanced qualification in Investment Planning.
Advanced qualification in Pension transfers.
CII Certificate in Later Life Planning.
CISI Certificate in Securities and Investments.