Stella Collinge Email and Phone Number

I am a Chartered Financial Planner who has spent over 25 years working in the financial services profession, for most of this time I have been providing financial planning solutions to both private and corporate clients. I work with private clients to help achieve their goals and objectives throughout life and this includes pre and post retirement planning, investment advice, inheritance tax planning and family protection. I also provide financial planning to companies on corporate pensions, the new regulatory requirements such as auto-enrolment of employees into a company pension scheme and shareholder protection.

The services I provide to my clients enables them to gain a clear picture of their current financial circumstances in order to develop a plan to help realise their financial aspirations.The first step in this process is to clarify what the client is seeking to achieve and then to establish a plan to ensure that these goals are realised.I work with my clients to make certain they understand the financial impact of a life changing event and work with them to help provide security to the family for the future. I aim to deliver the expertise in simple terms to a client in lifetime financial planning, investment, retirement and wealth planning.For Corporate clients I provide advice on the risks to the business and employee benefit packages taking into account Company objectives and what is required by law. I help clients realise these objectives against a timescale and a defined budget. Making the right choice for a company pension scheme is essential to retain, attract and reward the employees as the competition for talented individuals increases. Lift-Financial are at the forefront of the pensions industry and we bring innovation and confidence to corporate pension planning for our clients. Honors and Awards: Winner - Corporate Adviser Pension Adviser of the Year, 2010 Winner - Corporate Adviser Best use of Technology by a Corporate Adviser, 2010 Winner - FT Financial Adviser Group Pension Adviser of the Year, 2010 Winner - FT Financial Adviser Overall IFA of the Year, 2010 Highly Commended - FT Financial Adviser Small IFA Firm of the Year, 2010 Highly Commended - Professional Adviser Paraplanner of the Year, 2010 Highly Commended - Professional Adviser Innovative IFA Firm of the Year, 2010 Shortlisted – New Model Adviser of the Year Awards, 2010

Providing specialist advice to Business Restructing Department on responsibilities of the Insolvency Practitioners on various types of Corporate Pensions dependent on whether the company was in Administration, Liquidation or Receivership. Working with Trustees of Defined Benefit pension scheme where there was an qualifying insolvency event of an Employer, dealing with the Pension Protection Fund and the Pensions Regulator to provide support services on gaining entry into the PPF.