Edward Backhouse
Chartered Financial Planner
Just a note to say a very big thank you to LIFT-Financial and to my Financial Adviser Edward Backhouse. Excellent advice and guidance, I really do praise your financial acumen. It almost worries me to think of the wrong plans I was vaguely making about how to achieve a secure financial future at 3 years from state retirement age and an impending divorce. I do thank you for such excellent advice as I certainly needed it!
Joined LIFT-Financial in September 2017.
Professional:
I graduated from Loughborough University with a First-Class degree in Economics and later joined LIFT-Financial with the desire to become a Chartered Financial Planner. I have since progressed through the LIFT-Academy, working through many professional exams to achieve the status of Chartered and Fellowship in December 2020.
I enjoy working with clients to help them understand their financial goals and objectives and prefer to take a holistic approach using cash flow planning to help them achieve these. As with the other Financial Planners at LIFT-Financial, I work on a transparent and fixed-fee basis.
Qualifications:
- Chartered Financial Planner
- Fellow of the PFS
Initial meetings are held at our expense. Please find a link to my diary below if you wish to arrange a meeting:
https://calendly.com/edward-backhouse/lift-financial-121
What gives you a LIFT?
Playing/watching sports and spending time with my wife and dog.
Contact details:
E: edward.backhouse@lift-financial.com
M: 07918214892