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Lydia Oliver-Bell Dip PFS is a highly experienced Financial Adviser with 20 years experience in the industry. Her career began with Lloyds TSB and she rose to become a respected and successful Senior Wealth Planning Manager before being invited to join the St. James's Place Partnership in 2007.
Her experience is complemented professionally by having completed the Advanced Financial Planning Certificate and is a member of the Personal Finance Society.
Lydia offers bespoke advice on Pensions and Savings as well as specialising in Investments, Tax Planning, Trusts*, Inheritance Tax Mitigation and Long-term Care planning.
When she is not working, Lydia enjoys spending quality time with her husband and three daughters as well as riding her horse around the Dorset countryside.
*Trusts are not regulated by the Financial Services Authority.
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