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Annabel Lumsden

Annabel Lumsden

Financial Adviser

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Lancashire

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 focussing 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).

My details

I like helping people on:

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Divorce

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Insurance

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Pensions – I’m getting started

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Pensions - I’m approaching retirement

My qualifications:

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Diploma in Financial Planning

My charging model:

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Ongoing % fee