Principal Partner Practice of St. James's Place Wealth Management
Liz started her financial career in 1989 when she joined Halifax Building Society. Her early days were spent gaining experience in customer service and banking practices before moving into various advisory roles. In 1999, she decided that she wanted to specialise in financial planning and completed her CeFA exams in 2000. This was the start of her career as a financial adviser.
Liz joined CMP Financial in conjunction with St. James's Place Wealth Management in January 2011 and aims to provide a dedicated and quality service to her clients with sound financial planning strategies.
Liz specialises in Inheritance Tax Mitigation, Onshore and Offshore Investment Planning and Executive Retirement Planning, as well many other wealth management strategies. Building long standing relationships with her clients is of paramount importance to Liz and she likes to tailor the level of service she provides to her client’s individual needs. Liz meets her clients on a face to face basis and works with them to ensure they achieve their personal financial objectives, over the short and long term.
Liz is married with 1 son and 3 stepchildren and enjoys spending quality time with them. She also enjoys eating out, weekends away and watching live music.
The Partner Practice represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group's wealth management products and services, more details of which are set out on the Group's website www.sjp.co.uk/products. The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives.
CMP Financial is a trading name of Specialist Trust Solutions LLP. Specialist Trust Solutions LLP is a Limited Liability Partnership registered in England and Wales, Number OC316863. Registered Office: The Stable Barn, Upton End Farm, Meppershall Road, Shillington, Hertfordshire, SG5 3PF, England. View the Members of Specialist Trust Solutions LLP.