Paraplanner | BSc (Hons), Registered Financial Adviser, AIFA®
Lizzie joined the Stewart Group team in April 2016 working as an analyst assisting our investment committee. In June 2016, she expanded her role to business support administrator working alongside our Head of Pensions, and in October 2016 Lizzie joined the Investment Committee and works as a Paraplanner.
Lizzie was born and grew up just outside the historic city of York, in the UK, and graduated with a BSc Economics (Hons) from Loughborough University, which is renowned for its sporting heritage.
Lizzie has experience across a wide spectrum of roles within financial services. Her early career was with Aviva, in its UK Life & Pensions head office as part of the investment bond team on a range of complex fund investment activities. Following this, she secured an account manager role supporting high net worth clients at a bespoke pensions and wealth management firm. Lizzie has expanded her skill set by completing financial advice papers in the UK, mentoring graduates and being involved in the investment/portfolio management team, working on a range of product developments and launches.
Lizzie is a Registered Financial Adviser and an AIFA® designee. AIFA® designees possess the ability and knowledge to advise clients of deficiencies in investment processes. According to Fi360, “Accredited Investment Fiduciary Analyst™ (AIFA®) designees are the few people in the country with knowledge in both a prudent investment process and assessment principles, qualifications that are becoming increasingly desired and demanded by both the industry and regulators.
Lizzie has based herself in New Zealand after a year of solo travel through Asia, Australia and New Zealand. The weather, accessible outdoor lifestyle and the wineries have drawn her to Hawkes Bay.