Mortgage Adviser
Current Role
Victoria helps her private clients both pre & post retirement to establish a clear financial plan with a focus upon investment advice, retirement planning & cash flow modelling. As a pensions specialist, she is fully qualified to give advice on all areas of pension planning & all retirement options including both final salary schemes & personal pensions.
Victoria joined Lyndhurst in 2014 & has since qualified as a Financial Advisor & also as a Pensions Specialist therefore she is authorised by the FCA to provide both investment & pension advice. She holds the Diploma in Financial Planning & is currently completing her remaining advanced papers to achieve her chartered financial planner status.
She is also a chartered accountant & is a member of the Institute of Chartered Accountants in England & Wales.
Previous Experience
Victoria left Nottingham University with a first class degree in economics & then trained with Deloitte as a chartered accountant. During her time there she worked initially in the audit department & then latterly within the corporate finance division.
After Deloitte, she spend a further ten years within corporate finance in the City including working as an Associate within the equity capital markets division of Citigroup, a Consultant for a global business advisory firm now called FTI Consulting & also within the debt capital markets as a Capital Markets & Investor Relations Manager for Network Rail for their £40 billion debt issuance programme.
Outside of work, Victoria is kept very busy by her young daughter who has a penchant for the zoo, running & Pizza Express!
