Annabel Lumsden
Financial Adviser
Lancashire
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15
Rating
About me
I am focussed on empowering clients to achieve their goals, whatever they may be. I want to make people feel at ease, some are terrified to approach a financial adviser, so I like to take things at each individual’s pace. I encourage clients to think about their aspirations rather than focusing on numbers, the numbers is my job.
I am committed to looking at the 'big picture' so that decisions we make together about your finances complement each other.
When I'm not busy helping my clients, I'm enjoying being a mum of 2 amazing daughters, reading good books (all recommendations welcome!) and baking delicious treats (mainly enjoyed by my wife, Tarnia).
Watch Annabel's workshop on Building Your Confidence With Money below
My details
I like helping people on:
Navigating Divorce
Pensions - Approaching retirement
Helping Clients With Long Term Care Options
My qualifications:
Diploma in Financial Planning
CII Level 3 Award in Long Term Care Insurance
CII Level 4 Diploma in Regulated Financial Planning
My charging model:
Ongoing % fee
Have a look at my responses to readers' questions
What people say
Client review
Verified
16 August 2022
I would recommend time and time again
Annabel has sorted all my pensions, helped me get all my investments in order, she is always at the end of the phone for help, nothing is ever too much trouble. I’ve referred my family and friends to Annabel and they were all very pleased with the service, would recommend time and time again
Ruth