Liora Wealth
Initial consultation free
Independent
I am an IFA and Chartered Financial Planner with 20 years experience. I focus on you and your life’s goals, making sure your finances are organised and structured in the most effective way
We can advise you on
Clients
helped
27helped
Minimum
pension value
£150k+pension value
Minimum
wealth
£150k+wealth
Minimum
mortgage value
£0+mortgage value
This firm is FCA registered and you can be confident that their treatment of customers conforms to the FCA’s strict criteria.
Meet our advisers
Rebecca Lucas
What our clients say
j
Jennifer
Rebecca is a detail oriented, friendly and empathic financial planner.
n
Neil
Rebecca's response to queries is prompt and the setup of meetings and reviews was always done quickly and at a time that suited us. Her advice was well reasoned and explained and left us feeling that...
k
Kim
Rebecca has helped me with understanding my pensions, advice on savings and insurance policies. She made things very clear and I now have a way forward with organising my finances. I would certainly...
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