Tom Birtles

ADVISER PROFILE

Elizabeth Hirst

Role: Independent Financial Adviser
Location: Liverpool
Qualifications: BA Hons, DipPFS
Diploma in Regulated Financial Planning
Diploma in Financial Planning
Financial Planning Certificate
Award in Pensions Update
Certificate in Mortgage Advice
Certificate in Life & Pensions

Elizabeth can help you with…

Financial Planning, Wealth Management, Retirement Planning, Inheritance Tax Planning, Personal and Business Protection Insurance, and Corporate and Director’s Pension Schemes.

What Elizabeth enjoys most about her role as a Financial Adviser is meeting with clients, getting to know them, and building long-term relationships based on trust. Having worked in financial services since 2001, she brings a wealth of experience and understanding to the advice she provides, ensuring it is tailored to each individual’s circumstances.

Everyone’s circumstances and goals are different, and she finds it incredibly rewarding to help people plan for their future with confidence.

Elizabeth is passionate about supporting clients through every stage of life, whether they’re growing their wealth, planning for retirement, or adapting to changing circumstances. Helping people make informed financial decisions and giving them peace of mind is the most rewarding part of what she does.

She is a PFS Member.

Outside of work…

Elizabeth enjoys spending time with family and friends. She is into CrossFit and Running. She lives with her husband Howard, their 8yr old son William and their Labradoodle, Spooky.

Her favourite food is Spaghetti.

ELIZABETH’S CONTACT DETAILS

Contact Elizabeth Today

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