Elizabeth is a Financial Planner, delivering wealth management solutions to our clients whilst forming deep and enduring relationships with them. Having joined Fiscal Engineers in 2009 as a financial planning technician, Elizabeth has a strong understanding of our service proposition having now achieved the Certified Financial Planner and Chartered Wealth Manager Status.
- Chartered Wealth Manager
- Certified Financial Planner
- Chartered Institute of Securities and Investment (CISI)
- Fellow of the Personal Finance Society (FPFS)
- The Chartered Insurance Institute (CII)
- Affiliate of Society of Trust and Estate Practitioners (STEP)
What do you enjoy about your role?
Helping our clients to achieve their goals and formulate a plan to help them get to where they want to be.
What are you passionate about?
Helping and supporting people, whether it be the clients in reaching their goals or the team in developing and achieving their potential.
What do you like most about working for Fiscal Engineers?
The family feel, the team and the ethos. I feel very proud to work for a firm that wants to help others and that always puts the clients’ needs first.
What are your interests?
In my spare time I enjoy cooking and baking for my young family, socialising with family and friends and travelling.