About Us

Liz Maudsley Financial Planning provides a holistic approach to wealth management. We work with a wide range of individuals from the proficient investor, confident in managing their finances, to those with little experience of making important financial decisions.

We are aware that now, more than ever, the ability to manage personal finances is a core life skill that has a wide impact on our wellbeing. Our services are carefully tailored for each client and focuses on education and collaborative decision-making.

In addition to advising individuals and businesses, we run tailored education programs for corporates and schools, “Lunch and Learn” sessions and events specifically aimed at raising financial awareness amongst women.

Liz Maudsley Financial Planning offers trusted advice on building, protecting and preserving your wealth based on an understanding of your unique circumstances and aspirations.

The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up.  You may get back less than you invested.