Liz Maudsley Financial Planning provides a holistic approach to wealth management. We work with a wide range of individuals from the proficient investor, confident in managing their finances, to those with little experience of making important financial decisions.
We are aware that now, more than ever, the ability to manage personal finances is a core life skill that has a wide impact on our wellbeing. Our services are carefully tailored for each client and focuses on education and collaborative decision-making.
In addition to advising individuals and businesses, we run tailored education programs for corporates and schools, “Lunch and Learn” sessions and events specifically aimed at raising financial awareness amongst women.
Liz Maudsley Financial Planning offers trusted advice on building, protecting and preserving your wealth based on an understanding of your unique circumstances and aspirations.
I provide a wide range of services whether you are looking to build, grow, protect or preserve your wealth.
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The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.