Chartered Financial Planner
Meet Elizabeth
Elizabeth has a wealth of experience, having worked in law since 2001. Elizabeth started her career as a Legal Secretary working at Baxter Caulfield in Huddersfield for the Partner in the Conveyancing Department.
In 2009 Elizabeth attended Manchester University studying for her ILEX.
Elizabeth has a great knowledge and understanding of the law sector and is looking forward to a new challenge working within the financial sector. Elizabeth will be providing support for Clear Vision’s clients old and new. Day to day, Elizabeth will be responsible for the admin and general smooth running of Clear Vision Wealth Management.
What does Elizabeth enjoy about her job?
Working with our clients and helping people achieve their best lives, knowing they are able to enjoy their retirement.
Elizabeth's likes
-
Travelling
-
Shopping
-
Comedy
-
Music
-
Spending time with my family
-
Seeing my friends and going out
Elizabeth's dislikes
-
Dishonesty
-
Rude people
-
Going to the gym
-
Housework (has to be done)
-
Inconsiderate drivers
Elizabeth in the spotlight
Where are we most likely to find you when you’re not at work?
At home with my family. Going out for fun days out with my friends.
What is the most rewarding aspect of your job?
I love helping clients deal with their financial queries and taking care of any worries they may have so they can get on enjoy their retirement.
What motivates you?
I like a challenge, knowing I am helping clients along the way. And being appreciated.
What does a life well lived look like to you?
Knowing I can support my family. No money worries, and being able to travel the world which I have always wanted to do.
About ClearVision
We are called Clear Vision Wealth Management because we believe in absolute clarity in everything we do, including our fees. We work with you to create a vision and a plan for your future and we manage your wealth, allowing you to live your best life.
We pride ourselves on our old-fashioned service values and attention to detail when it comes to client care. But we’re far from old-fashioned when it comes to utilising the best that financial technology can offer, providing you with innovative solutions and inspired thinking.
Contact us
Ask us a question or arrange a call. We don’t charge for initial meetings and are happy to help you with your enquiries.
