- Working with clients so they feel empowered to make better financial decisions.
- 8 years' experience across industries helping people through tough times.
- Ensuring the client's needs are always top priority and the process is as simple as possible.
- A big picture approach to finances as a way to achieve your goals in life.
Background & Experience
Elizabeth started out her career as a Registered Nurse, enthusiastic about helping people when they need it most, and specialising in Neonatal ICU Nursing. This combined a love of learning and tackling challenges with the opportunity to help families day to day. After 6 years and the birth of her daughter, (now a boisterous toddler) Elizabeth realised that a change was needed and made the move into the financial industry.
She has thrown herself into her new career, completing the level 5 Certificate in Financial Services and working in all areas of the company, from running the Call Centre to Paraplanning for senior advisers and now building her own client base.
With plans to provide a holistic service in the future, at this point Elizabeth is focusing purely on Risk advice, ensuring that clients have the protection they need for themselves and their families. Two aspects of this are hugely important - improving the financial literacy of clients so that they can make the best decisions going forward, and realistic affordable plans that won't create further financial stress.