Lydia Taft

Financial Planner

Liverpool

Experience

I’ve spent the last four years as a Financial Planner, helping people navigate the complexities of their finances, whether that be in relation to pensions, tax, investments or protection. Financial planning is multi-faceted and there is no one-size-fits-all, every client’s situation is unique. My favourite part of the role is getting to know clients personally, outside of their finances, to understand what their goals are, and helping them achieve these by delivering quality financial planning advice across all areas.

I have a Diploma in Financial Planning and Certificate in Pension Transfer Advice. I was a Paraplanner then Financial Planner at Flying Colours Life and was in Client Services & Relationship Management at Tilney Group.

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