Investment Committee Member
Lizzie is an investment analyst, authorised financial adviser and works closely with our investment committee.
Born and brought up just outside the historic city of York, in the UK, Lizzie graduated with a BSc Economics (Hons) from Loughborough University, which is renowned for its sporting heritage.
Lizzie has experience across a broad spectrum of roles within the financial services industry. Her early career was with Aviva, in its UK Life & Pensions head office as part of the investment bond team on a range of complex fund investment activities.
Following this, she secured an Account Manager role supporting high net worth clients at a bespoke pension and wealth management firm in the UK. Lizzie has expanded her skill set by completing financial advice papers in the UK, mentoring graduates and being involved in the investment/portfolio management team, working on a range of product developments and launches.
Lizzie is a Financial Adviser and an AIFA® designee. AIFA® designees possess the ability and knowledge to advise clients of deficiencies in investment processes.
According to Fi360, Accredited Investment Fiduciary Analyst™ (AIFA®) designees are the few people in the country with knowledge in both a prudent investment process and assessment principles, qualifications that are becoming increasingly desired and demanded by both the industry and regulators.