Lydia Taft

Lydia Taft

Financial Planner

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Liverpool

About me

I began my career in Financial Services back in 2012, selling insurance and from there I went on to work for a large Wealth Management company before moving across to Financial Planning. During the last decade, I’ve worked in every role that plays a part in the advice process, which has given me an in-depth understanding of how everything works behind the scenes, from start to finish.

I became a Financial Planner in 2019 after completing my Diploma the previous year. I have since completed further exams at advanced level to specialise in Pension Transfers, Investments, Tax & Trusts. My favourite part of the job is learning how my clients want to live their lives and working with them to create a financial plan which allows them to do just that, to the maximum, without any financial worries. That’s what gets me out of bed in the morning.

My details

I like helping people with

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Pensions - Approaching retirement

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Pension transfers

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Tax

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Investment guidance

My qualifications:

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Financial Diploma

My charging model:

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Ongoing % fee