Stevie Grogan

Client Services Assistant

Stevie Grogan

What do you enjoy most about wealth management?

I love that we make huge changes in the way that people live their lives!

What’s the biggest challenge?

Being very new to Wealth Management in itself can be such a challenge but it is also very rewarding and I love learning new things.

What do you love most about being part of Capital Partners?

Working along side such a great group of people – they are always so helpful!

What quality of yours makes you suited to what you do?

I am such a people person! I love being able to greet our clients and make sure that their visit to Capital Partners is a positive one!

How should people think about their wealth?

That with the right advice and a plan in place, anything can be possible!

What do you love to do outside of work?

I love spending quality time with my family, friends and partner.

What does your ideal holiday look like?

My ideal holiday is definitely a European Summer! With a quick visit to Wales to catch up with old friends and my dearly missed family!


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