Lyndsey Stephenson Mortgage Adviser Co-Navigate Newcastle

In our last blog, we met Andy Mathers. Now, we introduce our Mortgage & Protection Adviser, Lyndsey, and discover how helping her Dad as a teenager helped her put her foot on the career ladder of financial services…

Name

Lyndsey Stephenson

What is your position at Co-Navigate?

Mortgage & Protection Adviser and Director

Why did you choose a career in financial services?

My Dad was a Financial Adviser and I grew up knowing finance as a natural part of life. I started at a young age helping out my dad in his business with basic office tasks, etc.  I then went on to help a few other financial advisers in their businesses. By going into a shared office from my teenage years and doing admin tasks for pocket money, such as filing and shredding, I got to know about what goes on behind the scenes in finance. When I went to college, I started working for another adviser as his main administrator part-time. I got used to chasing mortgages and speaking to advisers and everything that goes on, basically everything except advising. Leaving University, it seemed an obvious choice to go into financial services as I already had the background and experience.  

What is your experience?

I became an adviser in 2004 and ultimately, I’d say 5 or 6 years prior to that I was working in the field doing admin work.

What do you enjoy about your job?

The best thing for me is I get to be part of a really important part of people’s lives – their home.  I get to help people move into their dream home and that’s a really powerful thing to be part of. The fun bit is helping people get to where they want to be.  And I get to meet such lovely people every day. 

What key advice would you offer to a potential client to Co-Navigate?

Look at everything with an open mind. A lot of people have a pre-conceived idea about what a financial adviser is or should be. At Co-Navigate, we’re very different to other financial advisers; we want to build relationships with people and help them get to where they want to be rather than being transaction focused.

Favourite colour

Navy blue.

Favourite music

I’m a big fan of 80s music and could listen to it all day long. And I also like 90s pop and rock when I am running. I’m a big fan of easy listening at the weekend.

Hobbies and interests

I am a big fan of keeping fit. My husband is a qualified fitness instructor, so exercise is a big thing for us as a family. I do a lot of running, circuit training and cycling. I love spending time with family and friends, and I have really missed it during lockdown.

0 replies

Leave a Reply

Want to join the discussion?
Feel free to contribute!

Leave a Reply

Your email address will not be published. Required fields are marked *