Liz has worked in financial services since 1988. During a successful banking career she progressed from cashier to mortgage adviser, manager and then investment and pensions adviser. She left banking in 1996 and, following a career break to have her two children, worked more closely with clients providing financial advice in their homes. She joined LFP in 2008.

Liz holds an Advanced Diploma in Regulated Financial Planning. She is a Member of the Chartered Insurance Institute and a member of SOLLA (Society of Later Life Advisers).

Get to know Liz

What’s your role at LFP?

I provide financial advice to clients who wish to invest and want the potential to grow their wealth to enable them to enjoy a fruitful retirement. I protect assets for my clients and their families, particularly when long term care is a concern either now or in the future. Importantly, I also ensure that their arrangements are looked after and managed in the best possible way, providing peace of mind through the generations.

What’s the best thing about your role?

Getting to know my clients and building long term relationships.

What do your friends think you do at work?

Drink coffee and eat cake! Oh, and advise on investments and tax.

What do you like to do when you’re not working?

When I’m not working, I enjoy walking my dog, good food and fine wine and spending quality time with those I love.

Tell us something that people may not know about you.

I was in a boy band (well apart from me) for 2 years at college. I was the keyboardist and backing singer – we were called ‘Too Hot To Handle’.

If you were to have another job, what would it be?

In my younger years, definitely a Las Vegas showgirl.

Define yourself in 3 words.

Happy, sincere, enthusiastic.

The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.

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