Liz has over 25 years’ experience in providing financial planning advice. Having worked as a financial planner in London for several years, she has been based in the Peterborough area since 2005. Liz joined Lucas Fettes Financial Planning in 2015, as part of our acquisition of Waveney McKenna.
She holds a high level of industry qualifications, including that of Chartered Financial Planner and has extensive experience in providing bespoke financial planning solutions to private investors and trustees. Liz specialises in personal financial planning, retirement planning and inheritance tax planning and believes that developing trust and maintaining long term relationships adds significant value to investors experience and outcomes.
Liz enjoys spending time with family and friends.