From our Sheffield base, Elizabeth is able to advise clients across Yorkshire, East Midlands and beyond.
Elizabeth combines individual attention and over 35 years’ experience in the Financial Services industry to benefit our clients and meet all your business and personal financial requirements.
To complement her Diploma in Financial Planning she is also an Associate of the Chartered Institute of Bankers.
Prior to joining St. James’s Place Wealth Management, Elizabeth spent 23 years working in Yorkshire Bank (National Australia Group) followed by 13 years with Lloyds Banking Group. Her previous roles include: Mortgage Adviser; Small Business Lender; Bank Manager; Business Financial Planning Manager: Area Manager; Senior Commercial Financial Adviser; and Wealth Management Adviser; including corporate, commercial, agriculture, personal and private banking clients.
As a consequence, Elizabeth has established many working relationships with businesses and individuals within this sector due to the insight and understanding that she has for their specific financial requirements – whether these be personal or corporate.
Elizabeth is committed to ensuring that her industry knowledge remains relevant and current by placing strong emphasis on her personal development. This, along with the pride and dedication that she places on developing solid personal relationships with our clients, ensures that she is able to offer a rounded, professional and principled service. She is committed to achieving results for our clients by building trusted relationships and delivers quality through exceptional service.