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Holly Mackay
Holly MackayFounder and CEO
Annabel Lumsden
Contributor

Annabel Lumsden

Financial Adviser

Lancashire
Likes15
Rating
Annabel Lumsden
Contributor

Annabel Lumsden

Financial Adviser

Lancashire
Likes15
Rating

Annabel Lumsden | Financial Adviser | Boring Money Advice

About Annabel Lumsden

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).

Likes
Llamas (a little weird I know)
Cooking
An afternoon snooze
Dislikes
Polystyrene
Jelly Beans
Anything slimy

Watch Annabel's workshop on Building Your Confidence With Money below

Information

Specialisations

Navigating Divorce
Retirement planning
Helping Clients With Long Term Care Options

Qualifications

Diploma in Regulated Financial Planning
CII Level 3 Award in Long Term Care Insurance
CII Level 4 Diploma in Regulated Financial Planning

Fee structure

Ongoing % fee