Liz's career has involved various roles within financial services - including financial advising, banking, mortgage administration, general insurance sales and para-planning for a wealth management company – this role also including presenting and arranging auto enrolment schemes.
Since joining Fiducia Liz has worked as both a para-planner and Practice Supervisor. Liz is now available to meet clients in order to offer quality advice and help through every stage of financial planning during life. Liz fully portrays Fiducia’s promise of holistic financial planning and looks forward to dealing with every step of a client’s requirements including pension planning, business protection planning, investment planning and referring any mortgage enquiries.
In February 2015, Liz completed the Chartered Insurance Institutes requirements to gain Chartered Financial Planner status and in April 2016 achieved sufficient qualifications to become a Fellow of the CII.
In her spare time, Liz enjoys spending time with her family, holidays abroad, reading and pilates.