Bio

Liz has worked in banking and financial services since 2006, gaining extensive experience across leading institutions including HSBC, NatWest, and Santander. Over the course of her career, she has held a wide variety of roles, from cashier and personal banker to relationship manager, branch manager, and financial planning adviser. Her commitment to professional development shone through when she completed her financial planning exams during maternity leave, returning to a well-deserved promotion into financial planning.

With nearly two decades in the banking sector, Liz brings both knowledge and enthusiasm to her role at Medical & General. She is passionate about helping clients navigate their financial options and is eager to provide independent advice that supports their long-term goals.

Outside of work, Liz enjoys spending time with her family and friends, as well as gardening, running, cycling, and horse riding when time allows.

A fun fact about Liz: her husband is a GP in Devon, and during their honeymoon, the couple unexpectedly found themselves attending the funeral of a head monk - quite by accident!