Lynsey Stevenson

Lynsey Stevenson

Paraplanner
Liverpool office

About me

My role is to assist the Financial Planners in researching and formulating the best advice for our clients and preparing suitability reports. I also review our client’s investments on a regular basis to ensure that these remain suitable and in line with their objectives.

Specialisation

Financial Planning

Background/Experience

I have worked in the industry since 2004 and previously worked at Rathbones before joining Investec in 2015.

Qualifications

I currently hold my Diploma in Financial Planning and I am undertaking further exams to become a Chartered Financial Planner.

My interests

I go to the gym regularly and particularly enjoy spin classes. I am also a keen Everton fan and follow them both home and away.

Get in touch

We'd like to keep you up-to-date with news, events and information from our wealth management team. For further details on how we use personal data, please take a look at our Data Protection Notice. 

We'd like to keep you up-to-date with news, events and information from our wealth management team. For further details on how we use personal data, please take a look at our Data Protection Notice

We'd like to keep you up-to-date with news, events and information from our wealth management team. For further details on how we use personal data, please take a look at our Data Protection Notice

We'd like to keep you up-to-date with news, events and information from our wealth management team. For further details on how we use personal data, please take a look at our Data Protection Notice.

We'd like to keep you up-to-date with news, events and information from our wealth management team. For further details on how we use personal data, please take a look at our Data Protection Notice.

We'd like to keep you up-to-date with news, events and information from our wealth management team. For further details on how we use personal data, please take a look at our Data Protection Notice.

We'd like to keep you up-to-date with news, events and information from our wealth management team. For further details on how we use personal data, please take a look at our Data Protection Notice.

Sending...

Please complete all required fields before sending.

Thank you.

A member of the team will be in touch shortly.

Sorry there seems to be a technical issue