I am passionate about helping clients and their families understand the intricacies of financial planning. I love to build long term trusted relationships, so I really get to see how their plans evolve and flex over time.

Whilst I offer holistic financial advice, I’m inspired by Intergenerational wealth planning through Inheritance tax planning, and I am currently studying towards my CF8 accreditation in Long Term Care planning.

"I love to build long term trusted relationships, so I really get to see how clients plans evolve and flex over time."

Elizabeth Brooks née Lester

Outside work

My family is everything to me, I am married to Ryan and we have three beautiful children and when I’m not working, I love to spend time with them. I really enjoy playing golf with Ryan, my brother-in-law and my father. I love the family competition that comes out on the golf course. When not searching for their balls in a bunker, I love to curl up with my cats and catch up on the latest box set.

What i'm passionate about

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