Meet the team

Janeen Stevens

Paraplanner

Janeen has been a paraplanner since 2007 and has over 20 years’ experience in financial services working for a variety companies in various administration roles.

In recent years she has focussed on working in the Later Life / Vulnerable Client bracket, which she has thoroughly enjoyed and is keen to ensure this focus continues in this new role. Janeen’s primary role is to support the consultants with reviewing and recommending holistic financial plans and advice for their clients. She is Diploma qualified and working towards achieving Chartered status.