Stacey joined the Applewood team in August 2015 as a receptionist, having previously worked in the financial services industry as a non-advised Pension Annuity Specialist. Now Senior Client Support, she is responsible for supporting the administration team with any queries, completing/processing pre-sales cases, writing suitability letters and also training. Her role also includes dealing with probate for clients’ investments. Stacey is currently studying towards achieving her Diploma in Financial Planning, having passed a number of exams since starting with Applewood.
Outside of work, Stacey likes spending time with her fiancé, dog and family. Stacey also enjoys socialising with friends.Back to team
"I find him (David) reliable, dependable, hard working and extremely professional. In our meetings he has the ability to explain sometimes complicated financial matters in a clear, concise and convincing manner. Furthermore, if I have a problem he willingly makes time to address my concerns."
CJ of Newcastle-under-Lyme
"Alex provided me with excellent advice for investing my pension pot without too much of a risk but still providing me with an income similar to what an annuity would have done, and leaving me with options for future needs. He gave honest and easy to understand advice and I am absolutely happy with the value for money service."
JT of Cheshire