Free initial consultation
Our advisers are recruited and carefully selected by our highly experienced management team.
We complete thorough due diligence on the advisers to ensure that we only work with the best advisers and to ensure they will act professionally in accordance with our exacting standards; all are fully qualified (level 4 diploma) and a number hold the highest standard of qualification, which is chartered.
A Ramlogan
After establishing what my preferences were, my retirement views and my long term goal, Lydia very professionally and patiently worked her way through all paperwork, filled in appropriate forms, followed up and kept me informed every step of the way to successful complete the task.
Karl
What can I say about lydia and flying colours, since I've been using them they have been honest and transparent about everything, I would recommend them to anyone.
Mark
She seems very knowledgeable, intelligent and clear with words.
Lydia is a fully qualified Financial Adviser and is on the pathway to achieving Chartered status from the CII Professional Body.
Since starting her career within the financial services industry, Lydia has experienced working within all job roles involved in the financial planning process; including analysis and research, developing client suitability reports and practicing as an independent financial adviser. This has given her a solid understanding of all aspects of the process end to end.
Lydia believes that financial advice should be for everybody, but is aware that many people are unable to reap the benefits of financial advice because they don't know where to start, or don't feel that they have enough money to invest. Lydia's vision is to help break down these preconceptions by guiding clients through the complexities of financial planning, and providing the highest quality of financial advice in a way that is simple to understand, suitable for everyone and stress free.
Lydia describes her approach as being thorough and personal. Her key driver is being able to make a positive impact, by assisting clients in achieving their financial goals to ensure they can live their best life; regardless of their investment experience or the size of their investment.
Outside of work Lydia has a passion for travel, food and good music.
Yorkshire House, 18 Chapel Street, Liverpool, L3 9AG
Lydia offers the following areas of advice:
Select the cookies below to help us personalise and enhance your experience on this site. We will remember your choice for 90 day, but you can change your mind at any point by clicking the manage cookies link in the footer of our website.
For more details on the exact cookies we use, please read our privacy policy.
These are cookies that are required for the operation of our website. They include, for example, cookies that enable you to log into secure areas of our website and use our services. We also have contractual obligations with paid traffic sources where we are required to provide statistics on conversions. We use cookies to track this.
Always Active
We use performance cookies to gain an understanding of how people discover and navigate our website, and on which type of device. This helps us to improve our website by making informed decisions on real world data.
These cookies are set through our site by our advertising partners. They enable us to track the effectiveness of our advertising so that we can target our marketing spend in the most cost efficient way. Some advertising partners may choose to show you adverts on other sites relevant to you based on your browsing.