Chartered Wealth Planner
Fellow of the Personal Finance Society (FPFS)
Lily has a wealth of experience particularly in investment and retirement planning; she has reached a very high level of professional qualification having attained both chartered and fellowship status. Lily specialises in assisting business owners and private clients with their corporate and personal financial planning needs.
I live in Harrogate and enjoy spending time with my family and friends.
Book a meeting
It’s a great way to get your questions answered and find out if financial planning is for you. Initially it is just a chance for us to get to know each other and understand better if our services can help you.
To book an initial meeting with your local Wealth Planner, complete the form below and we’ll be in touch.