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About Elizabeth

Joining us in early 2018, Lizzy has a keen interest in personal finance and a background in building and maintaining client relationships, making her the perfect match for Magus Wealth. Lizzy has progressed through the Magus Wealth Chartered Financial Planner Academy – our dedicated support, training and continued development programme.

Lizzy is passionate about the work that she does and is driven to ensure that our clients meet their financial goals and aspirations for themselves and their family.

Lizzy is diploma qualified in regulated financial planning and continues working through her exams to achieve chartered status.

Outside of work Lizzy is equally as busy – Renovating her home, walking her dog Percy, a Hungarian Vizsla who certainly keeps her on her toes, and looking after her horse Ziggy. An ex-racehorse, who she’s patiently retrained and enjoys competing. As a lover of the sun, Lizzy loves nothing more than a holiday, her only stipulation being it must be warm!

 

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