Caitlin Stephens

Financial Planning Assistant

On the job

A friendly point of contact, Caitlin supports Emma’s clients throughout the financial planning process, helping them feel informed, updated, and looked after. Her role includes welcoming clients, preparing files, monitoring transfers, scheduling appointments, and gathering the pension and investment information needed for research, helping everything move forward smoothly.

After hours

In her free time, Caitlin enjoys going to the gym, taking morning walks, and spending time with her family, friends, boyfriend, and dog Maisie. She also enjoys nights out, weekends away, coffee dates, cosy pubs, shopping, and playing padel when she gets the chance.

On an ideal weekend, where can we find you?

Going to the gym, shopping, and finishing the day with a nice meal out.

Who would be at your dream dinner party?

Olivia Dean, Zendaya, and Ryan Reynolds.

What activity would you win an Olympic medal in?

Shopping, ideally with a coffee stop and a sweet treat afterwards.

What is your pet peeve?

Leaving dishes in the sink.

What three small things make your day better?

Morning coffee, seeing friends and family, and a sweet treat after dinner.

What three qualities draw you to new people?

Kindness, friendliness, and an outgoing nature.

Meet the team

By your side

Your financial plan is supported by a team of experienced people who take the time to understand what matters.

Chris Palmer

Managing Director & Chartered Financial Planner

Meet Chris

Becky Adams

Chartered Financial Planner & Head of Financial Planning

Meet Becky

Ross Biddiss

Director & Chartered Financial Planner

Meet Ross

Emma Bird

Financial Planning Director

Meet Emma

Rich Sykes

Chartered Financial Planner

Meet Rich

Laura Hendriksen

Financial Planner

Meet Laura

Jordan Colclough

Chartered Financial Planner

Meet Jordan

David Pimlott

Financial Planner

Meet David

Bob Burch

Chartered Financial Planner

Meet Bob

Janine Palmer

HR Director

Meet Janine

Tori Smith

Paraplanner

Meet Tori

Paula Tremblett

Paraplanner

Meet Paula

Hannah Adams

Associate Paraplanner

Meet Hannah

James Redfern

Financial Planning Assistant

Meet James

Claire Palmer

Financial Planning Assistant

Meet Claire

Callum Plokker

Financial Planning Assistant

Meet Callum

Lauren Black

Compliance and Operations Administrator

Meet Lauren

Our reviews

Service worth celebrating

Read what clients say about us, from independent reviews and client surveys to personal experiences shared in their own words.

    
 
 
       Posted on Google  
   
   Bill Beaton 
 30 April 2026
 
 
 Trustindex verifies that the original source of the review is Google. I have been a client of Hansford Bell Financial Planners of Tavistock Devon for several years-and Ross Biddiss of that Firm is my Financial Planner.I thoroughly recommend the Firm and Ross .He has always dealt promptly with all matters that concern me-and has always given trustworthy and sound financial advice.Ross is a very competent and reliable Financial Planner.--- - -Bill Beaton
  
 
      Posted on Google  
   
   walter allen 
 25 April 2026
 
 
 Trustindex verifies that the original source of the review is Google. Always extremely helpful and professional. We feel we can trust them with our financial affairs.
  
 
      Posted on Google  
   
   Paul Fryer 
 15 April 2026
 
 
 Trustindex verifies that the original source of the review is Google. Excellent service from all at Hansford Bell. Professional advice and support, ensuring all my family requirements are met. Experts in their field and highly recommended.
  
 
      Posted on Google  
   
   stephanie Witherall 
 15 April 2026
 
 
 Trustindex verifies that the original source of the review is Google. Very professional service helpful and friendly staff
  
 
      Posted on Google  
   
   June Jackson 
 11 April 2026
 
 
 Trustindex verifies that the original source of the review is Google. I have been a client of Hansford Bell for many years and have always found them highly professional.  They are very knowledgeable as well as being pleasant and easy to deal with.
  
 
      Posted on Google  
   
   Rebecca Houlden 
 7 June 2020
 
 
 Trustindex verifies that the original source of the review is Google. Emma has been very professional and has a great foundation of knowledge. She has made me feel very comfortable and has been very helpful!

0

of clients believe that working with us has, or will, help them achieve their financial goals

0

of clients would recommend us to their friends, family, or colleagues

0

of clients were very satisfied that we understood their needs, goals, aspirations, and objectives

Caitlin Stephens

Financial Planning Assistant

On the job

On the job

After hours

After hours

On an ideal weekend, where can we find you?

Who would be at your dream dinner party?

What activity would you win an Olympic medal in?

What is your pet peeve?

What three small things make your day better?

What three qualities draw you to new people?

Meet the team

By your side

Chris Palmer

Becky Adams

Ross Biddiss

Emma Bird

Rich Sykes

Laura Hendriksen

Jordan Colclough

David Pimlott

Bob Burch

Janine Palmer

Tori Smith

Paula Tremblett

Hannah Adams

James Redfern

Claire Palmer

Callum Plokker

Lauren Black

Our reviews

Service worth celebrating

0

0

0

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