Stephanie Shipley

Relationship Manager

0117 363 4696

stephanie.shipley@hartsfield.co.uk

Bristol Office

Professional

Stephanie’s working life has always centred around giving clients the best support and service.

Clients are at the heart of everything Hartsfield does, and Steph epitomises this. She strives to get things right the first time and does her utmost to ensure everything runs as smooth and easy as possible for every client.

As Relationship Manager, Steph will often be clients’ first point of contact, whether that’s setting up a change of address, providing updates on their transfers or booking in a meeting with their adviser.

Steph has always enjoyed working with clients and is super organised. She takes great pleasure in ticking off various parts of her ‘To Do’ list throughout the day!

What matters most

What matters most to Stephanie about working for Hartsfield?

We genuinely care about our clients and their goals. We celebrate with them when they reach their goals and offer support along the way to help make them a reality. As a company, we have good, solid values. We are approachable, friendly, and not condescending; we understand how complex finances can be and we look to make our advice simple for everyone.
We are completely transparent and upfront, no hidden agenda, we wear our ‘harts’ on our sleeves (pardon the pun!) We truly have that family feel. Helping each other out comes naturally; we want success for our company, clients, and colleagues.

What matters most to Stephanie about her specific role?

Being a Relationship Manager here at Hartsfield is such an important, fulfilling role.
Knowing your hard work has directly made a difference to the client is an amazing feeling. Being an RM, is about helping the clients ‘get’ what they need to as quickly and efficiently as possible. This could be anything from sorting a withdrawal for that special event, setting up a meeting with their advisor to sometimes, just being there to pick up the phone and have a chat and make sure everything is ok and running the way it should be. It’s so lovely to have such strong relationships with our clients and to be able to go with them on their journey.
I am here to support not only our clients, but the team too- I am also un-official coffee lady at the pod meetings.

What matters most to Stephanie outside of work?

I am a very family-orientated person. There is nothing I love more than spending time with the people I love.
I have a 3 year old son, so he keeps me very busy (he’s Spiderman, I’m his sidekick Ghost Spider.. this week anyway)
Being a mum truly changed my life, and I feel very lucky to have such a precious gift- worth every wrinkle and sleepless night!
I am a massive animal lover, which is probably a good thing considering the Bristol office is pet friendly! There is something so special about the love between an owner and their pet, sadly we lost our dog recently- RIP Mara.
Cats vs Dogs? - why not have both.. that’s what my mum says anyway.
Probably the most Bristolian part of the team, Bristol City girl-COYR!

Get in touch

Ready to take the next step towards your financial goals? Call or email your local office to book a free financial consultation. Better still, pop in and see us. And if you’re short on time, just leave us a message here and we’ll call you.

Bristol Office

Cheltenham Office

Wiltshire Office