Role:
Lydia supports our Financial Planning Adminstrators and Technicians by implementing our clients’ specific wealth management strategies, managing client data and liaising with investment providers.
Qualifications:
- BA International Relations and Economics
Memberships:
- The Chartered Insurance Institute (CII)
What do you enjoy about your role?
Every day I am building stable foundations for my future, whether that be technical knowledge or soft skills.
What are you passionate about?
Building relationships. I thoroughly enjoy meeting clients and understanding their goals and values that allow us to provide specific solutions.
What do you like most about working for Fiscal Engineers?
The working environment Fiscal Engineers creates for the team. The positive attitudes to solving the problems our clients face alongside the bright, spacious, and open plan office allows myself to overcome the challenges faced in my role.
What are your interests?
I enjoy walking and holidays anywhere the sun shines!
Little books – A balanced work environment
Promoting wellbeing and creating a place of productivity.
