Elizabeth works as part of the technical team, producing high-quality research and reports across a wide range of financial planning solutions. She enjoys the technical challenge of her role and the fact that no two days are ever the same.
Naturally empathetic, Elizabeth believes strong client outcomes start with truly understanding people’s goals and concerns. For her, putting clients first means taking the time to get things right — even when that involves difficult conversations — so clients feel supported, informed, and confident in their decisions.
Elizabeth recently achieved her Diploma in Regulated Financial Planning, something she is particularly proud of. Outside of work, she loves films, music, and long countryside walks with her dog, Teddy. She is a matcha drinker, a dog lover, and has played the piano since the age of six.
