Elizabeth Webb Email & Phone Number

About Me;Experienced Chartered Financial Planner and previous Chartered Accountant with a demonstrated history of working in the financial services industry. Skilled in Client Management and Financial Advice, Operations Management, Microsoft Word and Excel, and Databases. Strong finance professional with a Mathematical Studies degree from University of Southampton. Now that the official blurb is done, I'm someone who is passionate about helping people. That might not be the first thing you think about when you hear financial adviser, but I'm in a privileged position to really get to know my clients' motivations and problems and be able to help them. Finance can be a daunting thing and unfortunately it is something which affects everyone, whether they like it or not. I am lucky enough to be able to take that fear away and replace it with trust, understanding and satisfaction. About Fairstone;Fairstone is a full-service wealth management house delivering integration-led growth to emerge as a new leader in the UK regulated landscape. Our aim.....to bring intelligent wealth management solutions to our clients across a lifetime financial journey. We define a full-service wealth management offering as incorporating independent financial advice, universal investment solutions and estate planning in a fully joined-up client offering. Our clients are completely free to select only the services that they require in whichever combination best suits their needs. 'Intelligent wealth management' provides a range of benefits to clients including whole of market choice, a flexible and transparent fee structure, no lower wealth limits, no minimum fees and no exit penalties Fairstone encompasses a nationwide team of 350 professional advisers who are expertly supported by experienced para-planners. Our centralised research and due diligence function enables efficient delivery of first-class outcomes for clients. We are one of the largest Chartered financial planning firms in the UK, with 42 office locations across the UK, actively servicing 65,000 clients. Clients are at the heart of everything we do and we currently oversee £11 Billion in client investment and pension assets and arrange £1.4 Billion in property finance per annum. Our managed investment portfolios have been Defaqto 5-Star rated for five consecutive years. In simple terms, we are a national, independent, Chartered wealth management offering expert financial planning and unrestricted choice…at 60% lower cost than the market leader.

Listed skills include Tax Advisory, Accounting, Financial Reporting, Vat, and 46 others.

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  University Of Southampton

  Mathematics