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Chartered Monetary Planner launches East Anglia agency

Byjobz786.com

Nov 10, 2023

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Skilled Chartered Monetary Planner Rebecca Lucas has launched a Cambridge-based Monetary Planning agency, Liora Wealth.

The brand new agency will supply full Monetary Planning with a robust emphasis on goals-based planning and cashflow modelling.

Ms Lucas mentioned Liora Wealth will utilise expertise to allow the main focus to be on spending high quality time with purchasers, getting the know them and providing a excessive stage of service.

The agency has no present plans for growth and plans to stay small, with an emphasis on long-term consumer relationships.

Ms Lucas is a Chartered and Licensed Monetary Planner in addition to a PFS Fellow.

Till August she was a Senior Monetary Planner at Beckett Funding Administration primarily based in Cambridge and Bury St Edmunds. She additionally spent six months as a Chartered Monetary Planner at Timeline Wealth Administration, a 12 months at Chase De Vere, two years at Monetary Planning supervisor at Barclays Financial institution, and virtually 4 years at Cantab Asset Administration.

She began her profession as a Paraplanner at Hardcastle Burton and Grant Thornton LLP.

Liora Wealth is just not the primary monetary companies enterprise launched by Ms Lucas.

In April 2013 she launched Lime Outsourced Paraplanning and Wrap Examine, a fintech and analysis companies enterprise.

Ms Lucas has specific experience on working with purchasers going by means of main life adjustments comparable to divorce, bereavement, the sale of a enterprise, or planning for retirement.

She plans to take the Decision Accreditation as a way to reveal her dedication to working with consumer going by means of divorce.

Ms Lucas added that she determined to arrange her personal agency because it has been a long-term dream of hers.

She mentioned: “I’m all the time telling purchasers that life is brief and to ensure they’re getting probably the most out of life. I realised that I wanted to arrange my very own boutique follow in order that I can follow what I preach. My new enterprise takes the most effective of what I’ve discovered over the previous 20 years.”




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