Liz Wright
Financial Planning Consultant DipPFS Certs CII (MP & ER) in Twickenham, Richmond, Kingston and Wimbledon
A little bit about Liz
Hello, nice to meet you. My name is Liz. I am an experienced Financial Adviser. I have been working successfully over 25 years with individuals, business owners and entrepreneurs.
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Speak to me if you’re interested in preparing for tax year end, or just want advice on making your money go further.
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Tackle tax year end with confidence
Tax rules can seem pretty impenetrable. With the new Budget, and so many different allowances and regulations to keep up with, it’s no wonder millions of us end up accidentally missing opportunities - equating to millions of pounds a year.1
In this case, ignorance really isn’t bliss. And by confidently preparing for tax year end, you can be sure you’re getting all the money you’re entitled to - whether that’s by saving as much as you can tax-efficiently or just using your allowances to their full extent.
I can go through your financial position with you, so you’re ready for tax year end on 5 April. Did you know, for instance, that only 1 in 7 savers fully use their ISA?2 Or that you could be one of the 2m couples3 who aren’t making the most of their marriage allowance?
Together we can make this tax year end something to celebrate, rather than pass by. Get in touch for your tax year end review, or a cashflow modelling session to understand your financial position better.
For ISAs, Investors do not pay any personal tax on income or gains, but may pay unrecoverable tax on income from stocks and shares received by the ISA managers.
Tax treatment varies according to individual circumstances and is subject to change.
Stocks and Shares ISAs invest in corporate bonds, stocks and shares and other assets that fluctuate in value.
2 Source: https://ifamagazine.com/just-one-in-seven-brits-use-their-full-isa-allowance-survey-shows/
3 Source: https://moneyweek.com/personal-finance/605717/marriage-tax-allowance
Approver Quilter Financial Services Limited & Quilter Mortgage Planning Limited. 17 December 2024.
Investments
Wealth management advice to make your money work as hard as it can for you, including making the most of any tax breaks available.
Pensions
Expert advice to help provide comfort in your retirement.
Protection
Whole of life and term assurance protection, private medical arrangements, critical illness insurance.
Income Protection
Permanent health insurance to provide a regular income should you be unable to work due to illness or injury.
Diploma in Financial Planning
- The Level 4 Diploma in Financial Planning from the Chartered Insurance Institute develops core technical understanding across a broad range of key financial planning areas.
Advanced Diploma in Financial Planning
- The Level 6 Advanced Diploma in Financial Planning builds on existing skills and knowledge, enabling advisers to develop specialist planning capabilities and offer a sophisticated and comprehensive approach to financial management.
Certificate in Mortgage Advice and Equity Release
- The Level 3 Certificate in Mortgage Advice and Equity Release meets the FCA standards for mortgage advisers and those advising on equity release schemes.
Level 6 Award in Regulated Pension Transfer Advice
- The CII Level 6 Award in Regulated Pension Transfer Advice develops the in-depth knowledge and practical skills needed by anyone seeking to advise on the transfer of safeguarded benefits, an increasingly important part of the advice process following the Government’s pension reforms.
Liz's location
Twickenham
London
United Kingdom
Liz offers expert financial advice to suit your needs, covering Twickenham, Richmond, Kingston, and Wimbledon.
Building long term relationships with my clients is very important to me. I take time to get to know you. To understand your dreams and aspirations. I find this approach helps me to provide a personalised approach, ensuring that the right bespoke solution is made for you be that retirement planning, building wealth or securing your estate for your loved ones.
Outside of work I enjoy seeing family and friends. I have two Cavapoo's which I enjoy waling in Richmond Park. I also love travel and an looking forward to visiting Vietnam and Cambodia soon.
The Financial Conduct Authority does not regulate some employee benefits, tax planning, inheritance tax planning, estate planning, succession planning, trusts or some buy-to-let mortgages.
The guidance and/or information contained within this website is subject to the UK regulatory regime and is therefore targeted at consumers based in the UK.
Registered Office: Quilter Financial Advisers, Senator House, 85 Queen Victoria Street, London, EC4V 4AB. Tel: 0207 562 5856. Registered in England and Wales. Registered number: 05693185. Lighthouse Financial Advice Limited, Senator House, 85 Queen Victoria Street, London, EC4V 4AB. Tel: 0207 562 5856. Registered in England and Wales. Registered number: 04795080.