Liz Wright DipPFS, Certs CII (MP & ER) Financial Adviser for Kingston upon ThamesFinancial advisor Kingston Upon Thames providing professional financial advice
Financial Advisor In Kingston & Surrounding Areas
I have been a financial adviser for twenty years and in that time, worked for Barclays Bank, Santander and the Co-op bank. I decided to become self employed in 2013 so that I could provide a more personal level of service and make sure that the client and their needs were at the centre of the process. I decided to join Lighthouse Group as it offers the combination of financial strength, technological support and independence of thought that I want for my clients.
I have enjoyed working with a diverse array of clients from completely different backgrounds, each with a unique set of challenges: I have worked with retired couples seeking wealth protection and income, through to young families concerned about their pension provisions and life assurance, or to business entrepreneurs seeking to maximise the growth of their savings and investments.
Tax and trust planning
Why Use Me?
Friendly professional service to help you achieve your financial goals and aspirations.
I have been advising clients for 20 years in financial planning.
I put the client first! My aim is to work on behalf of my clients offering solutions tax efficient for each individual goal and objective.
Provide advice and guidance we would want to receive ourselves.
Trustworthy professional advice.
Financial Advisor Kingston Upon Thames
I provide exceptional financial solutions over a wide range of services, holding the CII diploma, ABC and XYZ. I am also a member of the Chartered Insurance Institute and regulated by the Financial Conduct Authority.
We have a wealth of experience and support behind us being part of Lighthouse Financial Advice. We are honest, fair and professional in accordance with our clients’ best interests. We concentrate on the suitability, risk and strength of new and existing financial products and providers.
Please don’t hesitate to contact me for more information or to arrange a no obligation consultation.
Contact Liz for more details: 07960 619255 or Email: Liz.firstname.lastname@example.org.