Lynsey Stevenson Liverpool office
Lynsey Stevenson

Lynsey Stevenson

Paraplanner

Liverpool

+44 (0)151 227 2030

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.

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