About Liz

I work with individuals, families and business owners who are looking for clarity, confidence and the reassurance of having a trusted financial adviser alongside them. My role is to bring everything together, take some of the financial complexity off your plate and help ensure the wealth you’ve worked hard to build is structured thoughtfully and tax-efficiently.

Whether you’re approaching retirement, navigating an inheritance following the loss of a loved one, supporting your family, going through a change in life or simply wondering whether you’re doing the right things financially, I’ll help you understand your options and build a plan around the life you want to live.

My story

I’ve worked in financial services for more than 25 years, beginning my career in banking after graduating in 1999, and joining St. James's Place in 2018.

Over those years, I’ve learned that good financial planning isn’t really about pensions, investments or tax planning in isolation. It’s about people. It’s about understanding what someone wants from life and helping them put the financial foundations in place to make it possible.

I genuinely love what I do. Whether it’s helping someone realise they could retire earlier than they thought, support their children or grandchildren, or simply feel more confident about their future, I’m incredibly proud of the difference good financial planning can make.

Life has also taught me personally that plans can change when we least expect them to. It’s one of the reasons I’m so passionate about helping my clients make the most of today, while planning confidently for tomorrow.