Portrait of Liz Schulz

Liz Schulz

Liz is a Chartered Financial Planner and a Fellow of the Personal Finance Society. As one of the advisers at Five Wealth she works with a broad range of clients to help develop their long-term financial plans, focusing on areas including retirement planning, estate/inheritance tax planning and investments. Having graduated with a BSc (Hons) in Mathematics from The University of Manchester, Liz has worked in the wealth management field for all of her career. Outside work, Liz enjoys city breaks and TV box sets.

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Recent posts:
Pension Pitfalls Part 3 – Approaching Retirement Read more
Pension Pitfalls Part 2 – High Earners Read more