Elizabeth is the Financial Planning Partner for MHA Moore and Smalley, who provide holistic advice on a wide range of matters including retirement, investment, estate and protection planning, and associated tax concerns.
Within the team, specialist planning areas include advising high net worth individuals, trusts, corporate entities, healthcare and medical professionals, vulnerable clients, and those wishing to consider long term care or equity release.
Liz develops and steers Financial Planning into new areas of opportunity and their clients into new, innovative and contemporary planning alongside traditional foundational strategies.
Outside of work she has a busy family life. She spends time at weekends outdoors gardening and enjoys walking the hills of Lancashire and Cumbria followed by cooking and entertaining for friends and family.
She also gives a lot of her time to a local dementia care unit and is rewarded by a sense of giving in time and commitment.
